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ClearTax GST Software- How to Add Bank Details in a Sale Invoice

Updated on: Jul 21st, 2021

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2 min read

In this article, we will be discussing about how to add bank details to a sale invoice in ClearTax GST Software in detail.

How to Add Bank Details to a Sale Invoice

Add the bank details of the bank account in which you want your customers to deposit the consideration against the sale transaction. These details will be printed on every sale invoice or bill of supply your issue. To add bank details follow the below-mentioned steps:

  • login to our website, Cleartax GST
  • Once you are logged in, you can click on the ‘dashboard’
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  • From the top panel, go to ‘More’ and click on ‘Settings’
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  • Click on Invoice Settings and select ‘Bank Details’
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  • Select the appropriate GSTIN
ClearTax GST Software- How to Add bank Details in a Sale Invoice
  • Now fill the following details
ClearTax GST Software- How to Add bank Details in a Sale Invoice

            1) Account Number             2) IFSC Code             3) Bank Name             4) Branch Name

  • Here you may select the type of sales invoice i.e. sales invoice or bill of supply for which you wish to add bank details
ClearTax GST Software- How to Add bank Details in a Sale Invoice

Once you add bank details following the above-mentioned steps, this will reflect on every sale Bill or Bill of Supply you issue This opted settings will be reflected in normal sales invoices and sales invoices under reverse charge as well Quick Questions I have created sale bill or bill of supply before adding bank details, how to update all the earlier invoices

  • Select the specific invoice and click on edit
ClearTax GST Software- How to Add bank Details in a Sale Invoice
  • Now click on Refresh from settings
ClearTax GST Software- How to Add bank Details in a Sale Invoice
  • Save the changes
ClearTax GST Software- How to Add bank Details in a Sale Invoice
  • Now the bank details will be reflected on these invoices as well

Quick Questions-
2 Bank Details have already been added, how to edit the same Follow the above-mentioned steps which you followed while adding the bank details in the first place

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Quick Summary

The article explains how to add bank details to sale invoices in ClearTax GST Software. Users can follow specific steps to add bank information, which will be printed on every sale invoice. For updating earlier invoices, users can click on edit and refresh settings. To edit existing bank details, follow the same steps as in adding bank details.

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Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

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