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  • Adding your bank details to invoices


 

 

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Direct deposit is a popular payment option which lets your customers pay directly into your bank account. In Australia, the New Payments Platform makes this a much quicker payment method.

If you're using Online payments (Australia only), learn how to add the Visa, Mastercard, AMEX and Bpay logos to your invoices.

To include your direct deposit banking details on invoices, you'll need to customise your invoice form.

To add banking details to an invoice

To add banking details to an invoice

  1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
  2. Click the Invoices tab on the left.
  3. Select the invoice form you want to use then click Customise. The form opens, ready to be modified.
  4. Click Text Box in the toolbar.
    Tex box button highlighted
  5. In the applicable place on your form (where you want your bank details to show), click and drag a box that's large enough to include your payment instructions.
  6. Double click the text box you've just drawn and type your payment instructions, for example:
    For Direct Deposit:
    BSB: 013000
    Account: 12345678

    Payment Reference: Invoice number or customer name
    Text box with text entered

    Using bank feeds? To help make it easy to identify customer payments in your bank feeds, encourage your clients to include additional details in the payment reference, such as their name and invoice number.

  7. (Optional) Move or resize the text box as required.
  8. (Optional) Format the text size, font and colour using the options in the Customise tab.
  9. Click the Print Preview tab to check how the new section will look.
    Payment details shown on previewed invoice
  10. When you're done, click Save  (top-left corner).
  11. If prompted, enter a name for this customised form, click Save then click OK to the confirmation message.
  12. To close the form, go to the File menu and choose Exit. If prompted to save again, click No.

  13. Repeat this process for any other invoice forms you want to add your payment details to.

For information on how to set a customised invoice as your default form when emailing or printing invoices, see Personalising invoices.

 

 

invoice setup