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Invoicing

Can I add or update bank details on the invoices?

1 min read Updated October 2026

Yes, you can add or update your bank details from the Invoice settings (Profile & settings) in RotaWiz.

Steps to Add or Update Bank Details:

Step 1:

Click on your Profile Name from the top-right hand side.

Step 2:

Select Profile & Settings.

Step 3:

From the left-hand side menu, click on Invoice.

Step 4:

Under Invoice Settings, locate the Bank Details and other account details.

Step 5:

Click on Edit from the top-right hand side to add or update the required details.

Step 6:

Once you have updated the information, save the changes.

Notes:

  • Once the details are saved, your bank details will appear at the bottom-left side of the invoice.
  • You can update your company address, state, and city under Company Profile in the Profile & Settings section.

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