Add and Manage Invoice-Payment Methods

Overview
Define the payment options (bank transfer, PayPal, etc.) that clients see on invoices.

Steps

1. Open Finance Settings → Invoice Payment Details.

2. Click Add Payment Detail.

3. Enter a Title (e.g. “Bank Transfer”).

4. Fill in Payment Details (account number, instructions).

5. (Optional) Upload a QR Code image.

6. Click Save.

Tips

• Provide clear instructions (bank name, SWIFT, account).

• Use QR codes for mobile-friendly payments.

Troubleshooting / FAQs

• Q: Payment detail doesn’t show on PDF.

  • A: Ensure the method is selected when creating the invoice.

• Q: QR code image is blurry.

  • A: Upload a higher-resolution PNG.