How to add bank details as notes

Learn how to add bank details as notes to your invoices on Bookipi Web v2 for users located in the US and AU

Learn how to add bank details as notes to your invoices on Bookipi Web v2 for users located in the US and AU with our simple steps below:

 

Step 1: Select the Business icon on the top right

 

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Step 2: Select ‘Settings

 

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Step 3: Select ‘Document

 

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Step 4: Select the Document type you would like to add your account details to

 

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

 

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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.

 

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

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