How to add bank account details to your customer invoice?

GemCloud is a powerful cloud-based software that offers various accounting and financial solutions for businesses. One of the essential features of GemCloud is the ability to generate customer invoices with customizable details. Adding bank details to your customer invoice is crucial as it allows your customers to make payments directly to your bank account. In this article, we will guide you on how to add bank details for customer invoices in GemCloud.

Step 1:

To get started, you need to navigate to the accounting section on the left menu of your GemCloud dashboard. Click on the accounting option, and a dropdown menu will appear.

Step 2:

From the dropdown menu, select the invoices option, and a new page will load. Here you will see all your customer invoices.

Step 3:

Scroll down the page and click on the view icon of the customer invoice that you want to add the bank details to.

Step 4:

Once you click on the view icon, you will be redirected to a new page showing the details of the customer invoice. Scroll down to the bottom of the page, and you will see a section labeled "Bank Account."

Step 5:

In the Bank Account section, click on the bank name from the dropdown menu and select your bank. If your bank is not on the list, you can click on the "add bank details" button to add the details manually.

Step 6:

If you need to edit the bank details, click on the "edit details" button, and you can change the bank details as required.

In conclusion, adding bank details to your customer invoice in GemCloud is a straightforward process that can be completed in a few steps. It is essential to have your bank details added to your customer invoices as it enables your customers to make payments directly to your bank account, which saves your time and effort. We hope this article has been helpful, and you can now easily add bank details to your customer invoices in GemCloud.

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