Add your terms and payment method details, like bank details, to invoices to help your customers to pay on time. 

In Sage 50 Accounts v29 or above, use the "A4 Inv/Crd without discount with Bank Details" layout to display bank details on your invoices. The software uses the bank in Default Bank in Settings then Control Accounts. The bank details tab in the bank record provides the account name, number and sort code.

Add your bank details

1. Go to Invoices and credits, select any invoice then select Print.
2. Select Layouts, select the layout you want to edit, then click Edit.
3. On the menu bar click Report, click Report Properties.
4. Enter a new name and description for your layout, then click OK.
5. If required, to make space for your bank details, right-click and delete any unwanted items.
6. On the menu bar, select Toolbox, then select Add Text.
7. Click once in a blank area where you want your bank details to appear.
8. When the new text box appears, enter your payment information then press Enter.
9. If required, click and drag to move or resize the text box and customise any text.
10. Go to File, select Save As, enter a new file name then select Save.
11. On the menu bar go to File, then select Exit.

When you print an invoice using your new layout, your payment information appears on the invoice.

 TIP: You can also edit a statement and then follow from step 3. You can also add images or logos to your document.

See our customise your invoice, credit note, order and quotation layouts article for more information.