How to add your payment information

You can add the payment information you want to appear on your invoices in several ways:
  • By clicking Edit company details on the Home screen and selecting the Payment methods tab.
  • During invoice creation by clicking Edit next to Payment methods in the invoice footer (or under Invoice Settings -> Edit company details -> Payment methods).
  • Under My Account -> Payment methods.

All the information you add here will be shown on the invoice. If you need to add more bank accounts or other ways of payment, you can also use the fields Message or Footnote of the documents (invoices, receipts, estimates).

Last Updated: May 29, 2019 09:57 AM
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