Adding your bank account details to Xero invoices helps customers pay you quickly and correctly. By including this information in your invoice layout, your payment instructions will automatically appear on every invoice you send. This guide explains how to set up or update your bank details in Xero so they show clearly on your invoices.

Step 1: From the dashboard, go to Accounting, choose Accounting Settings.

Step 2: Go to the Sales section, select Invoice Settings.

Step 3: Choose the branding theme you want to edit. If you use different templates for various clients or regions, select the theme you want to update and click Edit.

Step 4: On the Terms & Payment Advice section, type your bank account information.

Step 5: Click Save. Your bank details will now appear on all invoices that use that branding theme.

Q: Can I include more than one bank account on my invoices?

A: Yes. You can create multiple branding themes—each with different bank details—and choose the correct one when issuing an invoice.

Q: Can I hide my bank details on some invoices?

A: Yes. Select a branding theme that does not include bank information.

Q: Can I include both bank transfers and online payment options?

A: Yes. Xero allows you to display your bank details and link payment services such as Stripe or PayPal at the same time.

Q: Do I have to add my bank details for each invoice?

A: No. Once you add them to your branding theme, they automatically appear on every invoice using that layout.

Q: My bank details don’t show on the invoice PDF. What should I check?

A: Ensure the information is entered in the Footer section of your branding theme and that you’ve saved your changes.

Including your bank account details on invoices in Xero ensures customers always have the right payment information. Once added to your branding theme, the details appear automatically on future invoices, saving you time and reducing the risk of payment errors.

This setup keeps your invoices consistent, professional, and easy for customers to pay.