How to make the account/IBAN (or other customer notes) show up on invoices
The notes you keep on the customer record, for example an IBAN for payment, are copied to the document notes at the moment the document is created. 🏦
❓ Why the IBAN sometimes does not appear on the invoice
If the invoice was created before the IBAN was saved in the customer notes, that IBAN is not copied to the invoice, because at the time of creation it did not yet exist on the customer record.
⚠️ Important: adding the IBAN to the customer afterwards does not update documents that were already created. Editing or finalizing a draft document also does not re-import the customer's updated notes. Document notes stay fixed to what existed when the document was created.
✅ How to make sure the IBAN appears
- New invoices: save the IBAN in the customer notes before creating the invoice. This way, when the document is created, the IBAN is copied automatically to the invoice notes.
- Documents still in draft (created before the customer had the IBAN): write the IBAN directly in the Notes field of the document itself, before finalizing it.
- Documents already finalized: notes cannot be changed after finalization. If the IBAN really must appear on that document, you will have to cancel it and issue it again, with the IBAN already saved on the customer.
🔁 Alternative: show the IBAN on all invoices
If you want the IBAN/bank details to appear on all invoices (not only for a specific customer), the most practical option is to set up the account bank details in Settings → Documents and Logo. The IBAN will then automatically appear on every document, without depending on each customer's notes.
💬 If in doubt, contact our support team.