TIPS AND TRICKS #9 - Displaying different bank details on invoices

TIPS AND TRICKS #9 - Displaying different bank details on invoices

Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associate it with the respective customer.

How does it work?

◙ Navigate to Settings > Templates > Invoices. Click New in the top-right corner.
◙ Choose a template and a language for the template.
◙ From the following page, provide a unique name for the template.
◙ Click Add your bank details and enter your bank details. Click Preview.
◙ Click Save.




◙ Navigate to the respective customer profile and click More in the top-right corner of the screen.
◙ Choose Associate Templates and, from the drop down near Invoice PDF, choose the new template name, and click Save.





Once done, the new invoice template along with the bank details will be used whenever an invoice is created for the respective customer.

Try it and let us know what you think in the comments below! We'll be back with a new post, so stay tuned.

Cheers,
Sarath Prasad
Zoho Invoice Team
      Bootcamp
      Community
      Pricing
      Webinars
      What's New
      Integrations
      Contact Support
      Contact Sales



          Zoho Survey Resources
            Features
            Survey Templates
            Integrations
            Community
            iOS Mobile Surveys
            Pricing
            Android Mobile Surveys
            Insurvey Blogs
            Insight Blogs
            Tips & Tricks





                          Setup Zoho Bigin in 30 Minitues
                          Latest Feature Updates

                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day




                                Zoho Marketing Automation
                                  Zoho SalesIQ Resources


                                        Manage your brands on social media
                                        Access Zoho Social

                                          Zoho Pagesense Resources


                                              Zoho TeamInbox Resources

                                                Zoho DataPrep Resources



                                                  Zoho CRM Plus Resources

                                                    Zoho Books Resources


                                                      Zoho Subscriptions Resources

                                                        Zoho Projects Resources


                                                          Zoho Sprints Resources


                                                            Qntrl Resources


                                                              Zoho Creator Resources


                                                                Zoho WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now