You can create a customised invoice template by following the steps below:
- From the dashboard, click on 'Your Profile' on the top right-hand side of the screen
- Select 'Company Settings'
- Scroll down to 'Document Settings' and click on 'Edit Templates'
- Click 'New Template'
- Name your New Document Template
- On the right-hand side of your invoice template, click 'Bottom'
- Slide 'Payment Information' to 'On'
- Enter your bank account information
- Click 'Save Template'
- When previewing a new invoice, select your new template from the drop-down menu:
Please note that it is the user's responsibility to ensure that all invoices and credit notes issued to customers are compliant with HMRC’s rules on the issuance of invoices and credit notes. For more information, and to familiarise yourself with the latest advice, please refer to the government’s website.