1. Go to Settings > Finance Settings.
2. Click the Invoice Payment Details tab at the top.
3. Click the “Add Payment Detail” button.
4. Enter your payment information (e.g., account name/number, sort code/IBAN/SWIFT, any instructions).
5. Save — the details will be shown on your invoices.

Tip: Use a clear format so clients know exactly how to pay you. For example:

• Bank Name: Lloyds Bank
• Sort Code: 00-00-00
• Account Number: 00000000
• Reference: *Please use the invoice number as reference

ℹ️ This will appear automatically on all invoices.