To avoid having to specify all of the information related to your company each time you enter a new invoice, you can define an invoice template that includes your company logo, billing address, bank details, etc.

To add your company's bank details:

1. Click on the user profile icon.
2. Select Businesses .
3. Click on the Additional Information tab.
4. Complete the Bank details section.
5. Click on Validate .

Your company's bank details are now added to your company profile. This information will automatically appear on invoices you enter through the portal.