Whether or not you need to include bank details largely depends on the nature of the invoice itself. With Lili’s Invoicing Software, payment methods are already incorporated through Stripe, PayPal, and more that allow you to keep bank details private and avoid unnecessary clutter on your invoice.
Including your bank details on your invoice makes it possible for customers to set up direct payments. You can still put your bank details on your invoice if you don’t accept bank transfer payments, but it isn’t necessary to do so.
Ensure you are including all the necessary information to avoid issues receiving payment:
Routing number or sort code
Account number
IBAN and BIC/SWIFT code if billing international customers
To make the process even easier for your client, include concise instructions for using the bank details to perform a bank transfer. If this is an ongoing relationship and your client will be making regular payments to you, explain briefly how to set up automatic payments so they won’t have to perform a manual transfer every month. Once set up, this information will no longer be necessary on future invoices unless additional work is billed.