Are you looking to send an invoice that includes your bank details and need templates that you can easily fill out and send? You’ve come to the right place! In this blog, we’ll provide 25 customizable invoice templates with bank details that you can download and use right away. No need to start from scratch—these templates are designed to make invoicing simple, professional, and efficient. Plus, we’ll guide you through step-by-step instructions on using a free tool to streamline the process of sending invoices with bank information. Let’s get started.
Table of Contents:
- Key Information to Include in Bank Details on an Invoice
- Download Invoice Templates with Bank Details
- Step-by-Step Guide: How to Send an Invoice with Bank Details Using an Invoice Tool
- Conclusion
Key Information to Include in Bank Details on an Invoice:
- Bank Name and Address: This gives clients the exact institution handling the funds. It’s especially useful for international payments.
- Account Holder’s Name: Use the name registered on your bank account, especially if it’s different from your business name, to avoid confusion.
- Bank Account Number: This is where your payment goes. Double-check it—one wrong digit can delay your payment!
- Bank Routing Number: The routing number identifies the specific branch of your bank. This is key for domestic payments, particularly in the U.S.
- IBAN and SWIFT/BIC Codes: For international payments, these codes ensure the payment reaches your exact account and bank.
Download Invoice Templates with Bank Details:
- Download Invoice with Bank Details in PDF format
- Download Invoice with Bank Details in MS Excel format
- Download Invoice with Bank Details in MS Word format
- Download Invoice with Bank Details in Google Docs format
- Download Invoice with Bank Details in Google Sheets format
Step-by-Step Guide: How to Send an Invoice with Bank Details Using an Invoice Tool:
If you’re looking to send an invoice quickly and easily, consider using invoicing tools like CheckYa. It’s free to get started, requires no credit card, and allows you to track paid, unpaid, and overdue invoices—all in one place. Here’s a step by step guide to sending an invoice using CheckYa.
1: Sign Up and Create an Invoice
- Visit CheckYa and sign up for a free account.
- Go to the Invoices section and click on Create Invoice.
2: Fill Out Your Invoice Details
- Add Your Information:Your business name, contact details, and any necessary information for the client to identify you.
- Add Client Information: The client’s name, email address, and contact details.
- List Your Services or Products: Under line items, add each service or product, the quantity, and the cost.
3: Enter Your Bank Details in the Terms Section
- Scroll down to the Terms section and add your bank details, such as your bank name, account number, and routing number.
- If you prefer ACH payments, connect your Stripe account. Just link it to CheckYa and select ACH to streamline bank transfers.
4: Preview and Send the Invoice
- Review all the details
- Choose one of these options:
- Send Directly via Email: The invoice will be emailed to your client directly from CheckYa.
- Download as PDF: Save the invoice as a PDF and send it as an attachment in your own email.
Conclusion:
Now that you have all the information needed to include bank details in your invoices and a collection of downloadable templates, you’re all set to simplify your invoicing. These templates offer a quick, professional solution for any invoicing needs, and if you’re looking for an even easier way to manage invoices, consider using CheckYa. With CheckYa, you can send invoices with bank details, track payments, and automate reminders, all in one place. Download the templates, give CheckYa a try, and make invoicing a simpler part of your business.
