How to show payment details on an invoice

Help Article

Edit the payment details on an invoice

Steps

1. Select Bank Account

2. Update the Bank Account payment details

3. Select the default Payment details for invoices on the settings page

4. Select Payment account for individual invoices.

Depending on the method of payment, Clear Books can display the appropriate payment details or none at all on Sales Invoices

Step 1.

Navigate to “Money > Banking”  and select the appropriate Bank Account.

Email Settings Page

Email Settings Page

Step 2.

Fill in the Account Number, Sort Code, Cheques payable to, IBAN & SWIFT numbers depending on what you want to appear on invoices.

Fill In Payment Details

Click On Customer Name

Step 3.

Navigate to “Settings>Organisation” and select the default Payment details for all invoices. Select ‘None’ for no payment details to be displayed on Invoices. Edit the Payment text on invoice to appear on all invoices by default.

Select Payment Details

Customer Details Page Email Opt Out Highlighted

Step 4.

Navigate to “Sales>Invoices” and create a ‘New Invoice’. Scroll to the bottom of the invoice creation form. Select the appropriate bank account for payment details to appear on the selected invoice only. Edit the text box to change the default Payment text on invoice.

Select Payment Account

Customer Details Page Email Opt Out Highlighted