How to add bank details as notes on the Web App
Learn how to add bank details as notes to your invoices on the Web App with these simple steps:
Step 1: Select your Business icon.
Select your Business icon on the lower left corner of your screen.
Step 2: Choose the Company.
Choose the Company you want to use to add the bank details as notes.
Step 3: Select 'Settings'.
Select ‘Settings’ to access the settings menu.
Step 4: Click the 'Services' tab.
Select the 'Services' tab to open the Services configuration.
Step 5: Choose the Document type.
Scroll down and select the Document type where add your bank details as notes.
Step 6: Select 'Edit' on the Default note.
Select ‘Edit’ to add your bank details as notes to your documents.
Step 7: Add your bank details as notes.
Click the box to manually type your bank details as notes.
Please note that you can add other payment options and your terms and conditions as default notes on your documents. You can also customize your notes for a more professional look by using the font tools.
Step 8: Click the 'Save' button.
Press 'Save' to save your default note.
Your payment instructions are now added to any new documents that you create.
Common FAQs about how to add bank details as notes on the web app
Q: Why are bank details added in Notes for other documents instead of Payment Instructions like on invoices?
A: The Payment option including the Payment Instruction field is only available for the Invoice Category and will not be available for the others. The reason being is that the goal for the other categories, e.g., Estimate, Credit Note or Purchase order is to be converted into an Invoice.
Q: Can I attach a QR code in the Notes section?
A: No, the Notes section only supports text. You cannot directly attach images or QR codes, but you can include a URL or payment link that customers can copy and paste to access.
Q: Can I include multiple bank accounts in the notes?
A: Yes, you can add details for multiple bank accounts, but format them clearly so customers can distinguish between them.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.