How to add bank details as notes

Steps to add your business’ bank details to invoices

Learn how to add payment instructions including bank details as notes to your invoices on Bookipi Web v2. Follow our simple steps below:

How to show payment instructions on invoices

Step 1: Select the Business icon

Click on the Business icon in the top right of Bookipi web app

Step 2: Select ‘Settings’

Click on ‘Settings‘ in the drop-down menu

Step 3: Select ‘Document’

Select the ‘Document‘ tab

Step 4: Select the Document type

Choose the document type that would like to add your account details to

Step 5: Select ‘Edit’ on the Default note.

You can add your bank details, payment instructions, and any terms and conditions.

You can also customize your note for a more professional look.

Press ‘Save‘ to save your changes.

Your payment instructions are now added to any new invoices that you create.

Get the most out of using Bookipi Invoice with our user guides

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