LCHH
November 22, 2022, 4:17pm
1
I’ve just set up a new account for someone to try out invoiceninja.com . We can create an invoice, but can’t add any payment details (e.g. bank account details) to the body of the invoice. Is there a way to do this please?
At the moment, the invoice is created and then downloaded and sent to the customer via email. But… no payment details in the invoice, so it’s useless.
Help please!
hillel
November 22, 2022, 4:39pm
2
Hi,
You can add the info in the invoice terms or footer.
LCHH
November 22, 2022, 4:51pm
3
I’ve done that but it doesn’t show up?
hillel
November 22, 2022, 5:10pm
4
@david do you have any ideas?
david
November 22, 2022, 8:47pm
5
@LCHH
Can you share a screenshot of what you are seeing so we can try and recreate this please.
LCHH
November 22, 2022, 9:49pm
6
Here is the screenshot. The bank details should appear where the Invoice Ninja logo is. I’ve put them in here:
Settings > Invoice Design > Set Default Design > Defaults > Invoice Terms
david
November 23, 2022, 5:27am
7
If you added the terms after the invoice was saved, then the default terms won’t be injected in.
the default terms will only be injected in new invoices.
you can update the terms on the invoice itself.
LCHH
November 23, 2022, 5:14pm
8
Thank you, I can see that is the case.
I wouldn’t know how you can update the terms on the invoice itself though?
hillel
November 23, 2022, 5:49pm
9
On the edit invoice screen there are fields to set the terms/footer beneath the line items.