Add bank details on the Invoice

To add bank account details for an invoice, follow the steps below:

Step 1: Go to the settings page, where you can configure various aspects of your account.

Step 2: Within the settings page, click on the "Entities" tab. Choose the entity to which you want to add the bank details, and click "Edit.".

Step 3: In the entity's details, you will find a "Client Notes" section. Enter the bank account details in this section.

Step 4: After entering the bank account details, click "Update Entity" to save the changes.

Step 5: When you create a new invoice and select the entity and customer, you will find that the client notes section will automatically include the bank details.

That's it! Now you know how to add bank details to an invoice.