Overview

This guide explains how to update and format the Bank Details displayed on supported documents in Moon Invoice.

Follow the steps below to customize your Bank Details.

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Steps to Customize Bank Details

Step 1: Open the Moon Invoice App

1. Open the Moon Invoice Application.

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Step 2: Open the Company

1. Navigate to Companies.
2. Select the company that you want to update.

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Step 3: Open Bank Details

1. Click Bank Details.

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Step 4: Update the Bank Details

1. Enter or update your bank details.
2. Use the formatting toolbar if required.

 Available formatting options:

• Bold - Makes the selected text bold.
• Italic - Displays the selected text in italics.
• Underline - Underlines the selected text.
• Text Color - Changes the text color.
• Font Size - Increases or decreases the text size.

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Step 5: Save the Changes

1. Click Save.

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Important Notes

• Verify that all bank details are correct before saving.
• Review the formatting before applying the changes.
• Formatting changes apply only to the Bank Details section.

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Expected Result 

The updated Bank Details are saved successfully and appear on supported documents using the selected formatting.