How to show Bank Details on Sales Invoice Print?

3974 views

Enable Bank Details on Sales Invoice Print

Step 1: Open Printing Templates

1. Go to Settings.
2. Click Printing Templates.
3. Select Sales Invoice from the voucher type dropdown.

Step 2: Open Payment Settings

1. Locate Setting for Payment in the template settings panel.
2. Click Setting for Payment to open the sidebar.

+−⟲

Step 3: Enable Show Bank Detail

1. Enable the Show Bank Detail option.
2. Select the default bank account to display on invoice prints.

Available options:

• Select an existing bank account.
• Create a new bank account if required.

Add a New Bank Account

If the required bank account is not available:

1. Click + Create Bank Account.
2. Enter the required bank details.
3. Save the bank account.
4. Select the newly created bank account from the list.

Step 4: Save Template Settings

1. After selecting the bank account, click Done.
2. Click Save on the Printing Templates page.

Verify Bank Details on Invoice Print

After saving the settings, the selected bank account information will be displayed on the Sales Invoice print.

The following details can be shown:

• Bank Name
• Account Holder Name
• Account Number
• IFSC Code

+−⟲

Important Notes

• Only the selected default bank account will be displayed on the invoice print.
• Bank details can be changed at any time through Printing Templates settings.
• Ensure the selected bank account contains complete and accurate information.
• Changes apply to invoices printed using the configured template.

Result

The selected bank account details are successfully displayed on the Sales Invoice print, allowing customers to easily access payment information.

Need Assistance?

For assistance regarding bank details or invoice print settings, please contact the support team.