To attach your bank account to sent documents please follow these steps:
Create a New Bank Account
1. Go to Settings > Bank Accounts
2. Click the “New Bank Account” button
Enter your bank account information in the following window:
3. Save and close the window. Your bank account should be listed as follows:
* You may continue and add multiple bank accounts.
Create a New Invoice
4. Create a new invoice by going to < Invoices > New Invoice
5. In your invoice details window select the appropriate bank account:
6. Click “Save” to save your invoice.
7. In order to send your newly create invoice click “Send”. Your bank information will be appended to your outgoing message as follows:
8. Click “Send Mail” and your client will receive your invoice with the relevant bank information.