How to put your bank account details on your invoice

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This lesson will show you how to edit your invoice template to add your bank account details.

Click Settings

Click Settings

 

Click Document Templates

Click Document Templates

Select an invoice with bank details in the Template Settings

Select an invoice with bank details in the Template Settings

1. Hit Next Template to look at other templates

2. Invoice template needs to have bank details settings

3. Click Use this template

4. Once completed the bank details, click Save Template Settings

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