Adding Bank Account Details for Payment
We are testing out Zoho invoice and haven't figured out how to do this. There was a blog post about adding custom fields which no longer works with the current version.
Under payment options on the invoice we want to add our bank account details so customers can EFT/Bank deposit payment directly to our bank instead of using paypal or other payment option.
(1). Is there a way to add our bank account details on every invoice template? (Note Custom fields no longer works as an option ie this thread: https://help.zoho.com/portal/en/community/topic/adding-billing-instructions-wire-transfer-details-to-the-invoice
We can use Terms and Conditions to add the bank account details and make it default for all invoices however wanted to know if there is a better way to get this information on the invoice.
Ps we still want the normal paypal and other payment options however want to add bank account details as an added option.
Under payment options on the invoice we want to add our bank account details so customers can EFT/Bank deposit payment directly to our bank instead of using paypal or other payment option.
(1). Is there a way to add our bank account details on every invoice template? (Note Custom fields no longer works as an option ie this thread: https://help.zoho.com/portal/en/community/topic/adding-billing-instructions-wire-transfer-details-to-the-invoice
We can use Terms and Conditions to add the bank account details and make it default for all invoices however wanted to know if there is a better way to get this information on the invoice.
Ps we still want the normal paypal and other payment options however want to add bank account details as an added option.
Topic Participants
Charles CWD
Rahul JR
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