Display your firm's bank account details on an invoice

There are three ways in which you can display bank account details on a PDF invoice:

• At the top of the invoice
  
• In the Notes section, under the list of invoice items
  
• On a separate page
  

Display payment details at the top of the invoice

1. Open the Smokeball Web App.
2. Select the Settings icon, then select Firm Settings.
   
3. Select Accounts from the left panel.
4. Select the Operating Account Detail tab.
5. Check that the Operating Account details are correct, then toggle Show payment details on invoice.
   
6. Select Save.

Display payment details in the Notes section

1. Open the Smokeball Web App.
2. Select the Settings icon, then select Firm Settings.
   
3. Select Invoice Settings from the left panel.
4. Under Template Settings, select the invoice template you wish to edit, then select the PDF Invoices below.
   
5. Scroll down to the Notes heading. Add your payment details here.
   
6. Select Save.

Display payment details on a separate page

If your firm sends invoices with a separate page containing payment details, you'll need to upload this as a new PDF attachment.

1. Open the Smokeball Web App.
2. Select the Settings icon, then select Firm Settings.
   
3. Select Invoice Settings from the left panel.
4. Under Template Settings, select the invoice template you wish to edit, then select the PDF Invoices tab below.
   
5. Scroll down to the PDF Attachment heading. Select Choose File to upload the updated payment details PDF.
   
6. To update your payment details PDF later, choose the updated PDF and select Replace.

Important Note

The updated invoice template with new payment details will only apply to invoices created in the future. Any existing invoices (draft and final) will still display the old bank account details.