Create an Invoice with Bank Details Example for Life Sciences Seamlessly

Invoice with bank details example for Life Sciences

hi this is Stacy from healthy business finances today I just wanted to discuss your zero data file and whether or not you've looked at the invoices that you're sending out to customers quite a few people would come to me and say Stacy my customers aren't paying in line with my terms they've agreed with my terms but I just don't receive payment the first question I always ask to them is have you checked your invoice has your bank account details on it um most often uh my clients don't even know how to check that and the second thing they find out is they're actually sending out invoices from zero with no Bank details on them so there's simply no way that the clients can even make that payment so today I wanted to show you how you check your what your invoices are looking like that you're sending to your customers and then you'll need to think about whether or not your bank details need to be on the invoice and how to get them on there so the first thing is when you come into zero and you're taken to your dashboard I would go and have a look under accounts in the top toolbar and then sales and I would try and find a sale that you've previously created now in this system which is just a test system for this purposes I've got one sale here uh under awaiting payment so I can click on that $300 or I can come down to the Mary Smith for the $300 clicking on that will take you to the invoice and then it's invoice 01 so I click to drill down down to the individual invoice now you won't be able to tell from this screen what your invoice looks like but in the top here there's a print PDF button so I suggest you click on that and print now and it will enable you to open the invoice to screen so this is what my invoice looks like so it's got my company name which I've just set as test organization it's got my address which at the moment is just a protect address for the sake of the the tutorial it's got the date of the invoice the invoice number a reference the description of the invoice which is all fantastic but if I scroll down on that invoice there is no Bank details on there for my client to make an EFT payment now about 95% of payments are made by EFT these days people will store a bank transfer in line with your payment terms and if you don't have your EFT details on that invoice you're making it so much harder to receive the money that you're due so despite zero having a default invoice setting template I always review the invoice template as part of my service to make sure such simple problems like having your bank details are corrected instantly if You' have done the work you deserve to get paid so just make it as easy as possible for your clients if you have any questions about how to get the bank details on the invoice by all means this is something we can go through in a financial strategy session so please feel free to contact me you can find my details on .healthy buus finances.com thanks