Create an Invoice with Bank Details Example for Production Effortlessly

Invoice with bank details example for Production

how to add Bank details to your invoice in xero hi there in this video we will learn how you'll be able to incorporate or add your bank details into your invoice here in xero so what you can do is just simply go to or log in into your xero account and once you're routed into the dashboard you just need to click on business and then under business you click on invoice once you click on add new invoice you'll be routed into this page where you need to input the name of your contact your you can see here that this is where you can automatically save or your details that you incorporate will be automatically saved your reference and then you have the approve your email and once it's on here in order for you to modify or add the bank details what you'll need to do is click on the three dots menu here that is beside the approve and email a button on the upper right corner of this screen let me just add a email contact here so you can change the date of the address or the date of the invoice rather and what you'll need to do here is click on the street dot menu as I mentioned earlier and go to invoice settings here under invoice settings this is how it would look like so this is the standard format so what you can do is just click on these options here and click on edit and this is where you'll be able to modify or change or add your bank details here on your xero account or zero invoice and that's the end of the video thank you for watching bye