How to add bank details and brand your invoices
Every invoice prints your bank details and asks the client to quote the invoice number. Set them once, along with how invoices are numbered, laid out and chased.
On this page
Open Invoicing, then Invoicing settings from the page menu. The page has five sections, one under another, Bank & payment, Numbering & terms, Document, Reminders and Accounting, and each one has its own Save button, so changing your footer never waits on anything else.
- Sort code and account number are the two that matter. Bank name and account name are optional.
- Pay-now link (optional) adds a Pay now button to every invoice and the client portal.
- Save bank details saves this section only.
Add your bank details
Open Bank & payment
In Invoicing settings, the first section.
Enter your sort code and account number
Both are checked for format as you type. Add the bank name and account name if you want them printed too.
Press Save bank details
From now on every invoice carries a Payment details · Bank transfer block.
The payment reference
The bank block ends with a Reference row holding the invoice number, and one line under it: Please quote INV-2026-004 as the payment reference so we can match your payment to this invoice. You never fill it in. It is there so the money that lands in your account says which invoice it is for.
Add a pay-now link
Paste a Stripe Payment Link, a PayPal.Me link, a GoCardless page or your own payment page into Pay-now link. It shows as Pay now on every invoice and in the client portal. Leave it blank to show no button.
Numbering and terms
- Invoice number prefix
- The letters in front of every number. Next number shows the one it will use. A number is given when an invoice is issued, not when a draft is started, so an abandoned draft never leaves a gap.
- Payment terms
- The due date a new invoice starts with. A client with their own terms overrides it.
- Offer statutory late-payment interest
- Offered on business clients' overdue invoices, using the Bank of England base rate you enter. Never added automatically.
Choose a template
In Document, pick one of three templates: Classic (a full-width header band in your accent colour), Modern (white head, accent rule, accent column heads) or Minimal (pure white, hairlines only). Preview the invoice shows a sample in your own colours.
- Paper size
- A4, or US Letter.
- Show the quantity column
- Off suits a company that prices a clean rather than an hour.
- Note to client
- The note a new invoice starts with. Printed, and editable per invoice.
- Footer
- The last line on every invoice, the same on all of them. A good place for your company registration.
Automatic reminders
Turn on Send automatic overdue reminders and emails go out at 7, 14 and 30 days overdue, once per stage, from your name with your email as the reply address. Preview the 7-day email shows exactly what a client receives. A client can be excused on their own record, and anyone excused is listed under Clients who have opted out.
Export for your accountant
Accounting exports invoices as a Xero CSV or a QuickBooks CSV, one row per line item, with column headings that match each tool's import template. Set Issued from and Issued to, or leave both blank for everything. Drafts and void invoices are never exported.
Common questions
Why can I not issue an invoice?
Does the Pay now button mark the invoice as paid?
Where do I change my logo?
Previous: How to send and chase an invoice
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