How to add/update custom fields in bank account details?

If you want to show additional details like bank branch, country-specific codes, and any other information in bank account details, you can do that by adding custom fields!

You can do this while adding/editing bank accounts in two ways:

1. From the invoice preview page
2. From the "Bank & Payments" dashboard

1. Adding custom fields from invoice preview pages:

Go to the Invoice preview page > Click on the edit icon > Click "Add Custom Field" > Add field name & values shown below:

2. Adding custom fields from the "Bank & Payments" dashboard:

Go to Accounting > Bank & Payments > Bank Accounts > Edit Bank Account > Click "Add Custom Field" > Add Field Name & Value as shown below:

That's how easy it is to add more info in bank accounts with custom fields!

In case you still have questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance.

Updated on: 09/07/2025