Maintain reusable bank and digital-wallet records in settings instead of retyping account information on each invoice.
Choose the right payment details for every invoice
How multiple bank and wallet records can make customer payments simpler without overcrowding the PDF.
Payments ยท 4 min read
Save payment methods once
Select only what the customer needs
A customer may pay by bank transfer while another uses a wallet. Select the relevant method during invoice creation to keep instructions concise.
Control the PDF
Payment information can be included or excluded from the invoice PDF. Use this control when details are shared separately or are not required for a particular invoice.
Verify details before sending
Account holder names, account numbers and wallet identifiers should be reviewed whenever a payment method changes.