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

Updated on:  

08 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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