How to Display Bank Name and Account Number in Transaction Format ©

Overview:

In some cases, businesses may need to display their bank details, such as the bank name and account number, on their invoices. This is particularly useful for customers who prefer direct bank transfers as a payment method. This guide will walk you through the steps to include bank information in your invoice format, ensuring clear and professional-looking invoices.

Scenario:

A user wants to include their bank details (bank name and account number) in the invoice format. Instead of manually adding this information to each invoice, they are looking for a way to automate it so that the details appear every time an invoice is generated. This guide provides a step-by-step approach to achieving this.

Solution:

Step 1 - Please learn  How to Define the Default Accounts in Cloud Accounting.

Step 2 - Example my defaulted Bank Account is 700-0310.

Step 3 - then Expand General Ledger > Press Chart of Account > then look for Account code '700-0310', insert Bank Account No.

Step 4 - So then, when preview transaction format, will appear default Bank details

Note: if user would like to add extra Bank Details, Please learn from this guide.

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