Payment Methods

Quick Start

Payment methods are displayed on invoices to show customers how they can pay. Navigate to Payment Methods to manage your payment options.

Payment Method Types

Creating Payment Methods

1. Open Create Dialog

1. Navigate to Payment Methods
2. Click Add Payment Method button
3. Payment method dialog opens

2. Select Type and Fill Details

Required Fields (All Types):

• Payment Method Name (max 100 characters)
• Type selection (Bank, PayPal, Crypto, or Custom)

Type-Specific Fields:

Bank Transfer:

Bank Name: Chase Bank *
Account Name: Acme Corporation *
Account Number: 1234567890 *
SWIFT Code: CHASUS33 (optional)
IBAN: US12 CHAS 0000 1234 5678 90 (optional)
Routing Number: 021000021 (optional)
Sort Code: 00-00-00 (optional)
Bank Branch: Main Branch (optional)
Bank Address: 123 Wall St, New York (optional)

PayPal:

PayPal Email: payments@company.com *

Cryptocurrency:

Currency: BTC *
Wallet Address: bc1qxy2kgdygjrsqtzq2n0yrf2493p83kkfjhx0wlh *

Custom:

(Add unlimited custom fields)
Label: Venmo Username
Value: @company-payments

3. Set Options

Default Payment Method:

• Check "Set as default" to auto-select this method in new invoices
• Only one payment method can be default at a time
• Setting a new default removes the flag from the previous one

4. Save

1. Click Create Payment Method
2. Payment method is saved
3. Available for use in invoices

Using Payment Methods in Invoices

Adding to New Invoices

When creating an invoice:

1. Go to the Payment Methods tab
2. Click Select Payment Methods
3. Choose one or more payment methods
4. Default payment method is pre-selected
5. Selected methods appear on the generated invoice PDF

Multiple Payment Methods

• Invoices can have multiple payment methods
• All selected methods appear on the PDF
• Customers can choose their preferred option

No Payment Methods

• Payment methods are optional
• Invoices can be created without payment methods
• Useful for internal invoices or specific billing arrangements

Custom Payment Methods

Custom payment methods support unlimited label-value fields.

Creating Custom Fields

1. Select Custom type
2. Click Add Custom Field
3. Enter label (e.g., "Zelle Email")
4. Enter value (e.g., "payments@company.com")
5. Repeat for additional fields
6. Click Save Payment Method

Example Custom Payment Method:

Name: Mobile Payment
Type: Custom
Fields:
  - Zelle Email: payments@company.com
  - Cash App: $CompanyPayments
  - Venmo: @company-payments

Editing Custom Fields

1. Edit the custom payment method
2. Add, remove, or modify field labels and values
3. Save changes

Common Errors

Related Topics

• Creating Invoices - Add payment methods to invoices
• Invoice Settings - Configure default payment methods