Settings Payments

Settings → Payments lets you save the payment instructions and bank reference details that appear with invoices.

Payment Details You Can Save

• payment instructions
• bank name
• bank account last four digits
• IBAN last four digits
• SWIFT code

Use these settings to keep invoice footers and payment details accurate when clients pay by bank transfer or another manual method.

Typical Workflow

1. Open Settings → Payments.
2. Enter the payment instructions clients should follow.
3. Save the bank reference fields your finance team wants visible on invoices.
4. Preview or draft a new invoice to confirm the instructions render the way you expect.

For Stripe connection state, use Apps & Integrations. This page covers the payment instructions invoice recipients read when paying outside an embedded app flow.

Maintenance Notes

• update these fields when bank details change
• review the text whenever billing operations change regions or currencies
• verify the instructions still match what your reminders and template copy tell clients to do

Related Pages

• Apps & Integrations
• Settings Invoicing
• Accept Payments