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:
From the invoice preview page
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 & value_ as 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.
You can do this while adding/editing bank accounts in two ways:
From the invoice preview page
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 & value_ as 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: 10/03/2025
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