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Add your bank details or payment instructions to your Invoices
Add your bank details or payment instructions to your Invoices

Adding your payment instructions to your Invoices can help encourage timely payments!

Amanda avatar
Written by Amanda
Updated over a week ago

Adding your payment instructions to your Invoices can help encourage timely payments!

You can add your payment instructions to be included on all of your invoices under the settings in your Tolteck account.

First, click on your account name in the top right hand corner of the screen, and select “Settings”

Next, click on the “Quotes & Invoices” (written in blue) tab

In the Quotes & Invoices settings, enter your payment instructions in the section entitled “Specific to Invoices”. You may also add these details to your quotes if you wish in the “Specific to Quotes” section. 

In addition, don’t forget to specify the types of payment you accept by making sure your default means of payment types are checked under the Quotes & Invoices settings:

Once you’ve added your payment instructions to your Default Invoice End-note, your payment instructions will appear on your future invoices along with the payment due date, as shown in the example below:

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