Adding Payment Instructions to your invoices

If you do not wish to utilize our online payment options and prefer a different method of payment (cash, check, Zelle, etc.) you can manually add payment instructions to your invoices for your clients.

Please note that these options will be between you and your end-client only, so you will be responsible for managing these transactions. 

To add specific payment instructions through these methods, you can add notes to all of your invoices from your client payment options, as well as on individual invoices at the creation level.

Account Level: iOS and Android

1. Tap the Profile icon in the top right corner of the home screen
2. Tap Client payment options
3. Tap Payment Instructions
4. In the box, you can write your instructions for how you would like for your clients to pay you, and leave notes on the information they need to pay you through the method you prefer
5. Tap the back arrow in the top left corner to save your changes
   • Your payment instructions will now appear on your invoices under Payment Instructions

Invoice Level: iOS and Android

1. Open the invoice you wish to add payment instructions to and go to the creation screen
2. Below payment instructions, tap Add payment instructions
3. Type your payment instructions in the and tap Save 
   • Your payment instructions will now appear on your invoice under Payment Instructions

Account Level: Web

1. Click on your Company name in the upper right corner
2. Click on Account & settings
3. Click on Client payment options
4. Under Instructions click into the text box that says, If you have specific instructions around payments or deposits, enter them here...
   • Here, you can write your instructions for how you would like for your clients to pay you, and leave notes on the information they need to pay you through the method you prefer
5. Click on Save
   • Your payment instructions will now appear on your invoices under Payment Instructions

Invoice Level: Web Application

1. Open the invoice you wish to add payment instructions to
2. On the Create/Edit tab, under the Comments and payment instructions section, click on Add payment instructions
3. Click into the text box that says, If you have specific instructions around payments or deposits, enter them here...
   
   • Here, you can write your instructions for how you would like for your clients to pay you, and leave notes on the information they need to pay you through the method you prefer
4. Click on Add
   • Your payment instructions will now appear on your invoices under Payment Instructions