How do I add my bank details to an invoice?

In Zoho Books, you can display your bank details in the invoice PDFs that you send to your customers. Here’s how:

• Go to Settings in the top right corner of the page.
• Click PDF Templates under Customisation.
• Click Invoices in the Templates pane.
• Hover over the required template you want to edit and click Edit.
• Click Other Details on the left sidebar.
• Click Add your bank details section Document Summary section.

• Enter the bank details in the pop-up that appears.
• Click Preview to review the changes.
• Click Save in the top right corner.

Your bank details will now be displayed in the invoice PDFs sent to your customers.