Billing settings
The payment methods text printed on every client invoice.
What it's for
Every client invoice ends with a PAYMENT METHODS block telling the client how to pay the agency. Settings → Billing holds that text for all clients. A client can have its own text instead (on the client page, Billing details). See Client invoices.
Before you start
- You're signed in as an Administrator (your role needs Edit client payouts).
- You have the agency's payment details to hand, for example bank details or a Wise account.
Steps
Open the page
In the menu on the left, click Settings → Billing. The title is Billing settings, with a Payment methods card. With no text yet it says "No payment methods yet."
Change the text
Click Edit. Type the text in Payment methods text (up to 4,000 characters; line breaks are kept on the invoice) and click Save payment methods.
What you should see
- A message at the bottom of the screen: Payment methods saved., and the new text in the card.
- Draft invoices show the new text at once. Invoices already issued keep the text they were issued with.
Test checklist
Good to know
You are testing on real data
The test app shares its data with the live app: this text appears on real invoices. Put it back as it was when you're done.