Request Bank Details Update for Invoice Payment

If your business banking details have changed, notify clients securely before any invoice payment is due. Use this template to request an update and confirm accuracy—never rely on unverified instructions in email chains.

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When to use / when to send

Checklist / what to include

Invoice number #{{InvoiceNumber}} and due date {{DueDate}} (as context)
Clear notice that bank details have been updated
Attach official letter or share secure portal link
Offer to confirm by phone for validation
Don’t send full bank details in plain text email

How to use

Copy/paste template

Hi {{Name}},

This is to confirm that our banking details have changed for {{Company}}.

To ensure secure payment of invoice #{{InvoiceNumber}} (due {{DueDate}}, amount {{Amount}}), please use the new account information provided via {{attachedLetter/securePortal}}.

If you require verbal confirmation, please call me directly.

Thank you,
{{YourName}}
{{Company}}

Follow-up plan + common mistakes

If AP asks for confirmation, respond by phone—not reply email
Don’t send new details in plain text without prior notice
Never process payment changes on email instruction alone
If no response, follow up by phone within two days
Don’t mix details for multiple clients in one notice

FAQ

Banking fraud often targets invoice emails. Always verify changes by a secondary secure channel before releasing funds.