How To Add Bank Account To Invoice In Xero, Link To Bank

If you are searching for how to add a bank account to an invoice in Xero, you have come to the right place.

You’ll also get to learn how to remove bank account details or payment terms in Xero and customize an existing invoice template in Xero.

How To Add Bank Account To Invoice In Xero

Below are steps to follow and learn how to add a bank account to an invoice in Xero:

1. Select the organization name.
2. Choose Settings
3. Select Billing settings.
4. Following the template, you wish to modify
5. Choose Options
6. Choose Edit.
7. If you send invoices by postal mail, check the Show payment advice cut-away checkbox.
8. Customers may choose to send the cut-away back together with their payment.
9. In the Terms & Payment Advice (Invoice and Statement) box, enter your bank account information and other payment information.
10. You have a character limit of 1000 and a line break limit of 6.
11. Press Save.

How To Remove Bank Account Details Or Payment Terms In Xero

You can remove bank account details or payment terms in Xero by following the below steps:

1. Select the organization name.
2. Choose Settings
3. Select Billing settings.
4. Follow the template you wish to modify
5. Choose Options
6. Choose Edit.
7. Uncheck the item that says “Show payment advice cut-away.”
8. Press Save.

How To Customize Existing Invoice Template In Xero

If you would like to customize an existing invoice template in Xero, follow the steps below:

1. Click the organization name.
2. Select Settings
3. Click Invoice settings
4. Locate the template you wish to modify
5. Select Download.
6. Open the template you want to edit in Microsoft Word from the ZIP file.
7. Right-click, hit CTRL + A to select all the contents and copy them, or double-click inside the footer.
8. Choose Copy.
9. Remove the footer’s table and contents.
10. In the body of your template, away from the footer, add a text box.
11. Then select Text Box from the Insert tab.
12. A simple Text Box should be chosen.
13. Paste the text from the footer into the text field.
14. Enlarge the text box so that it fills the same amount of space as the contents of the footer.
15. Right-click the text box border and choose Format Shape to delete it.
16. Click Line and choose White for the Color.
17. Select Position in Bottom Center from the Layout tab while your cursor is in the text box.
18. Go to Wrap Text in the Layout tab and choose Top and Bottom.
19. To create a blank line break, position your cursor between the payment advice and the invoice data and press Enter on your keyboard.
20. (Optional) add your logo or remove any field codes you aren’t using to personalize the design further.
21. The template file should be saved to your PC.
22. Return to the invoice settings in Xero, locate the template you wish to alter, and click Upload.
23. Follow the instructions to upload your template; then, to confirm, click Upload.

That is how to add a bank account to an invoice in Xero, remove bank account details or payment terms in Xero and customize an existing invoice template in Xero.