In this article, we will explain you more about how you can add Payment Details. So that it can appear in Invoice/Estimate/Purchase Order/Credit Note PDF.
Information
This feature helps you to show Payment Details on the left of calculations below the items in the PDF. This is where you should add payment details such as Bank Details, payment method etc. for your Invoices.
Upload payment Barcode/QR Code | Insert Payment link
To know more about how to upload payment barcode/QR code or insert payment link click here
iOS and Android
Cannot be added from iOS and Android apps
Payment details can be added only from Web and Mac apps.
Web and Mac
- From side menu bar click on Settings -> Customization -> PDF Customization
- Click on Body -> Payment Details
- If Payment Text is in Hide state then click on Hide named toggle.
- The page will get scrolled down and the location where you need to enter the Payment Info text will highlight in yellow color.
- Click on that location to edit the Payment Text.
- If it is in Show state then click on Edit button next to Show toggle of Payment Text.
- Enter Payment Text/Info that you want. For example Bank Name, Account No., Payment Mode, etc.
- After entering the Payment Info text click right/tick-mark button.
- You can give different default footer text for each document (Invoice, Estimate, Purchase Order, Credit Note) just by going to there respective tabs and editing there Payment Info text.
- After making all the Payment Info changes click on red coloured Save button available at the top next to back arrow button.
- Now open an Invoice and preview its PDF to see Payment Info.
- For more details on how to upload Barcode/QR code or insert payment URL/link click here