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Bank Details on Customer Statement

Hi, we need to have our bank sort code etc on client statements so it is easier for them to pay quickly without having to search for this data.

Can you please advise on how this can be done?

Hi @richiekk

There is an option to append text in the invoice customisation settings, but this would affect more than just the statements. There’s more info on that here

You may wish to consider adding your vote to this thread too:

Thanks. Is there a tutorial/guide on how to add the bank details to the customer statement?

@richiekk

We will be adding a free text box to the foot of the statements. We plan to start work on this shortly, I would recommend following the other thread for updates, but it should be ready by next week.

Oh that’s great.

Many thanks