--- title: How to Set Up Bank Details in Invoice Templates description: In this guide, we’ll show you how to add your bank details to invoice templates in Pabau, so clients can easily pay by bank transfer. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-set-up-bank-details-in-invoice-templates#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en) 3. [Invoices](https://support.pabau.com/en/pabau2/financials?hsLang=en#invoices) # How to Set Up Bank Details in Invoice Templates ## In this guide, we’ll show you how to add your bank details to invoice templates in Pabau, so clients can easily pay by bank transfer. You can add your bank details directly to your invoice templates in Pabau, so clients have all the payment info they need at a glance. Here, you’ll learn how to access invoice templates, enable the bank detail section, and enter your account information. #### Step 1: Access your Invoice Templates Start by [logging into your Pabau account](https://app.pabau.com/dashboard). Go to the [Setup](https://app.pabau.com/setup) section from the left sidebar, then scroll to **"Financials"** and click "[Invoice Templates.](https://app.pabau.com/setup/invoice-templates)" You can also search for **"Invoice Templates"** using the search bar at the top right of the [Setup page](https://app.pabau.com/setup). ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-10-53-41-4345-AM.png?width=670&height=337&name=image-png-May-20-2026-10-53-41-4345-AM.png) #### **Step 2: Open the Template you Want to Edit** Find the invoice template you’d like to update. Click on the three dots on the right side of the template, then select **"Edit."** ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-20-2026-10-54-50-0073-AM.png?width=506&height=330&name=image-png-May-20-2026-10-54-50-0073-AM.png) **NOTE:** If you need help creating a new invoice template follow  [this guide.](https://support.pabau.com/en/pabau2/en/pabau2/how-to-set-up-invoice-templates?hsLang=en) #### Step 3:  Access the Payment Section Inside the edit page, use the sidebar on the right to select Payment. Then click **"Payment Info"** in the slide-out panel. #### ![How to Set Up Bank Details in Invoice Templates\_2](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_2.webp?width=603&height=269&name=How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_2.webp) #### Step 4: Enable the Bank Details Option In the Payment Information tab, toggle on “Show bank details on invoice.” ![How to Set Up Bank Details in Invoice Templates\_3](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_3.webp?width=645&height=197&name=How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_3.webp) #### Step 5: Add your Bank Information Fill in the relevant fields, such as: - Account name - Bank number - Sort code - Bank name - Any additional information you want to appear on the invoice Everything you enter here will automatically appear on your invoice preview in real time, so you can double-check how it looks. ![How to Set Up Bank Details in Invoice Templates\_4](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_4.webp?width=603&height=269&name=How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_4.webp) #### Step 6: Save your Changes Once you've entered all the necessary information, click "Save" at the top right of the screen. ![How to Set Up Bank Details in Invoice Templates\_5](https://support.pabau.com/hs-fs/hubfs/Financials/How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_5.webp?width=621&height=269&name=How%20to%20Set%20Up%20Bank%20Details%20in%20Invoice%20Templates_5.webp) Including your bank details on invoices ensures clients have clear instructions for making payments — especially helpful for clinics that prefer manual bank transfers over card payments. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. 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