How to Change Bank Account Details in Invoices

Feature Overview

myBillBook allows users to customize their invoices by adding or updating bank account details. This feature is crucial for ensuring accurate payment details are displayed, enhancing payment convenience for customers. Whether you're switching to a new bank or adding multiple bank accounts, the process is seamless and user-friendly.

Steps to Change Bank Account Details

Follow these steps to update or add bank account details to your invoices:

1. Navigate to Settings:

   • Open the myBillBook app.

   • Click on Settings from the dashboard menu.

2. Access Invoice Settings:

   • Under Settings, select Invoice Settings.

3. Go to Miscellaneous Details:

   • Within the Invoice Settings, locate and click on the Miscellaneous Details section.

4. Select or Add Bank Account:

   • Choose the bank account to be displayed on your invoices from the available list.

   • If the desired bank account is not listed:

     • Click on + Add New Bank.

     • Enter the bank account details, including account name, number, IFSC code, and opening balance.

     • Save the new account.

5. Enable Display of Bank Details:

   • Ensure that the option to display bank account details on invoices is toggled on.

6. Save Changes:

   • After selecting or adding the bank account, click Save to update your invoice settings.

7. Verify on Invoice:

   • Generate a test invoice to confirm that the correct bank account details are displayed.

Watch How to Change Bank Account Details in myBillBook

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