Here’s how to add your bank account details to your invoice so it appears when you print or export it.
You can easily add your bank details to the invoice.
First Method: Writing the IBAN as static text in the invoice designer
Steps:
-
Go to Settings
-
Select General Settings
-
From the top menu, click Sales Invoice Settings
-
Scroll down to the Invoice Designer section (Tax or Simplified)
-
Position your cursor in the desired location within the design and enter your bank details directly as static text (for example: IBAN: SA…).
-
Click Save.
Second Method: Adding the IBAN or additional data via notes (dynamic or static)
You can add the IBAN or any additional data dynamically or statically by adding the notes code in the invoice design. After adding the notes code, you have two options:
-
Go to Invoice Designer (Tax or Simplified)
-
Position your cursor at the desired location
-
Click the ( … ) button next to the toolbar
-
Select Document Details
-
Click the Notes option
-
Click Save
Option 1: Dynamic notes (different for each invoice)
When creating any invoice, enter the required data (such as the IBAN number) in the notes field and it will automatically appear in the designated location in the design.
Option 2: Static notes (displayed on every invoice)
To set up notes that appear on every sales invoice:
-
Go to Settings
-
Select General Settings
-
From the top options, click Sales Invoice Settings
-
Enter the desired notes in the Notes field
-
Click Save
These notes will automatically appear on every sales invoice.
Note: The same steps apply to both tax and simplified invoices.
Here’s a video explaining invoice design:
https://youtu.be/iWQr6VH7UF8?si=iHcrHAscTD-_QJ_a
Search keywords:
-
Can I add my bank account details to the invoice?
-
How do I add the IBAN number to the tax invoice?
-
I want the IBAN to appear on the invoice when printed
-
How do I add dynamic bank data to the invoice?
-
Adding IBAN to the invoice design
