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How to Configure Payment Instructions on Templates

Payment instructions can be included in the Default Notes & Terms block under Invoice Defaults, which supports basic rich-text formatting.

Steps

  1. Go to Settings → Templates → Invoice Defaults.
  2. Scroll to Default Notes & Terms.
  3. Type your payment instructions, using Bold, Italic, Underline, Bullets, or Numbered formatting as needed.
  4. Click "Save." This block appears on new invoices by default.

Related Articles

  • How to Set Default Invoice Footer Text
  • How to Set a Default Invoice Due Date
  • How to Customise Your Invoice Header

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