How to add bank details as notes on the Web App
If you would like to add your bank details or payment instructions to other document types such as estimates, credit notes, delivery notes, or purchase orders, you can include them in the Notes section of the document instead. Follow the simple steps below to learn how.
Step 1: Select your Profile icon.
Click your profile icon in the bottom-left corner of the page.
Step 2: Choose the Company.
Choose the Company you want to use to add the bank details as notes.
Step 3: Select 'Settings'.
Click 'Settings' to open 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 you 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.
You can add other payment options and your Terms and Conditions as default notes on your documents. To give your documents a more professional look, you can also customize your notes using the formatting toolbar.
Step 8: Click the 'Save' button.
Click 'Save' to save your default note.
Your payment instructions are now added to any new documents that you create.
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. It is not available for other categories, such as Estimate, Credit Note, or Purchase Order, as these documents are intended 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.