- Click on 'Your Profile' located in the top-right corner of the screen.
- Choose 'Company Settings.'
- Scroll down to 'Document Settings' and click on 'Edit Templates.'
- Click 'Edit' on the line corresponding to the 'Main Template.'
- Opt for 'Global Settings' under 'Document type' to apply changes universally across all documents, including Invoices, Quotes, and Sales Receipts.
- For adding bank account information, payment method details, and terms and conditions, navigate to the 'Bottom' section.
If you prefer to include this information solely in one specific document template, such as invoices (excluding quotes and sales receipts), follow these steps:
- Choose 'Invoices' under 'Document type.'
- Click on 'Bottom.'
- Input the desired information (e.g., sort codes, IBAN, etc.) into the 'Global Invoice Notes' field.
- Click 'Save Template.'