1. Select the Doc invoice template.


For adding the bank details to the invoices.


Navigation: Bookkeeping >> Client specific >> Settings >> Company Info >> Settings (tab) >> Tick Use Doc (word) Invoice Template >> Save.


  



2. Add or edit template files.


Once the doc invoice template is selected.


Navigation: Settings >> General Settings >> Invoice Templates >> Add template (if you want to add a new template) or Edit template (for editing the existing one) >> Select the bank from the dropdown >> Save.


(Adding a new template)




(Editing the existing template)