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 (gear) 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. Choose whether the invoice should display the BSB and Account Number only, or the Account Name, BSB and Account Number.
   
6. Click Save.

Display payment details in the Notes section

1. Open the Smokeball Web App.
2. Select the Settings (gear) 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 (gear) 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 apply to invoices created in the future. Finalised invoices, both unpaid and paid, will still show the old bank account details. 

To apply the new payment details on an existing invoice:

1. Remove any payments on the invoice.

2. Select Edit to revert the invoice back to draft.

   

3. Finalise the invoice again.