This article explains how to change the bank details that appear on an invoice that you’ve created in FreeAgent.
You can also change the theme of the invoice and edit the invoice details or line items on the invoice.
Please note that if you’ve chosen to receive payments through one of our integrations such as PayPal, Stripe or GoCardless, then bank details will not appear on an invoice and won’t be included as an option in the ‘Bank account’ drop-down menu.
Instead, a button to pay the invoice using the selected method will appear on the invoice and an online payment link will be included in the email that's sent to the customer. However, you will need to have set up the relevant integration, chosen the online payment option when creating the invoice and included an [online_payment] tag in the body of the email in order for this to happen. For more details, see our guides to taking payments via PayPal, Stripe or GoCardless.
Before you start
Check that the ‘Show these details on Invoices’ checkbox has been ticked in the ‘Optional Details’ settings for the bank account that you want to include on your invoices.
To check this, navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu. Select the relevant bank account from the list and select 'Edit Details' in the top-right. For information, please see this article.
Find the invoice
Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.
Select the relevant invoice from the list.
Before you can edit the bank details displayed on an invoice, the invoice must be in draft status. To mark an invoice back to draft status, select ‘Make Draft’. If the invoice has been marked as paid, you’ll need to remove the payment link first.
Change the bank details
When the invoice is in draft status, select ‘Edit’ in the top-right.
Scroll down to the ‘More Options’ section and choose which bank details you want to appear on the invoice using the ‘Bank account’ drop-down menu.
If the bank account doesn’t appear in the drop-down menu, you will need to edit the bank account and tick the ‘Show these details on Invoices’ checkbox.
Select ‘Save Changes’ at the bottom of the screen to complete the process.
Mark the invoice as sent
Once you’ve updated the bank details, select ‘Mark as Sent’ above the invoice template to activate the updated invoice in your account if you don't need to send the updated invoice to your customer.
To send the updated invoice to your customer, select ‘Re-send by Email’.
A record of the invoice having been updated will appear in your ‘Audit Trail’ report.