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 top 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.

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.

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.