Create an Invoice with Bank Details Example for Security

Invoice with bank details example for Security

welcome back to and this guide in today's video we are going to show you how to add Bank details to invoice here in zero let's begin now the first thing that I need to do is to log in using your credentials if this is your first time in Z row I need you to click the sign up option and from here just to follow the onscreen instructions and you're good to go adding a bank details to one invoice in row is a straightforward process that helps ensure your clients know where to send payments now once you are here I want you to go to the your main dashboard which is going to be here and and these guides just wait for it to load and then the next thing is I need you to click on the business and then when you do that I need you to click on the invoices and if you haven't already click on the new invoice right we're going to create one from scratch so we can add Bank details here all right because if you do that the thing is providing Bank details directly on the invoice make it easy for clients to make payments reducing the likelihood of delays or payment errors now once you are on this section now once you have here there there's going to be an option that says invoice settings you could be see that on the upper right corner there's going to be a three buttons click on it and once you've done that you see there is going to be the uh default um templates wherein when you click on the options here now the first thing that I'm going to do is upload my own logo because why not after that go to options again click on edit so this is going to be the edit branding theme now you have the name we're not going to deal with all of these but of course we're going to add here the invoice and statement all right so these is going to be the details as you can see you can put in more information here for example if you're using or maybe HSBC or JP Morgan so it's all up to you basically you can put in as much as information as you can of course you can also have the payment services for credit card for your PayPal as well and once you've done that click on Save and you would be able to add Bank details to invoice and zero without any problem now if you encounter any problems along the way here adding Bank details to invoice I suggest you go here at the help center type in your question to see if you get an answer all right or you can simply go to zero Central you can type in your questions to get an answer or you can contact the zero support now if you get a hold of one of the zero support staff tell them you're having problems adding your bank details to your invoice here and zero okay that's it for today's video thank you so much for watching we will see you in the next one