Payment information

From the PDF Settings, create your payment information to provide your customers with the necessary payment details.

Payment information typically includes details such as your bank account number.

Creating payment information

Go to Settings > PDF Settings > Payment Information.

To create new payment information, click on "+ ADD".

You can also set a default payment information, which will be displayed automatically in your documents.

Display payment information on an invoice

When creating an invoice, select the payment information to be displayed on the PDF:

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.