Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Community Manager
posted Mar 21, 2018 6:25:55 PM

Adding bank details to your invoices

You can add banking details to your invoices by adding custom fields, headers or footers to the invoice.

Here’s how to add the fields:

1.     Click on the Gear icon > Custom Form Styles (under the Settings heading)
2.     Locate the Standard style and select Edit on the right-hand side of the column.
3.     On the style page, you can select a new style or click Next to stay with the one you have.
4.     Select Footer and add a customer message with the banking details or add the banking details in as a footer, click Save.

Note: The change will only apply to newly created invoices after the invoice customization was applied.

Here's a short video on how to customize your invoices.


 

Note: you can also create your own invoice template in Word. See article How to Import Template Styles from Word
 

6994

0 54
0 Replies