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Add payment details to a Doc Designer template

Show your bank or payment information on Invoices, Sales Orders, Sales Quotes or Purchase Orders.

Written by Heather Worthington

You can print your payment or bank details on your documents. You enter the details once in your Company settings, then add a component to your template that shows them. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.

Enter your payment details

  1. From the main menu, click Settings, then click Company.

  2. Click the Invoicing tab.

  3. In the Footer Details field, enter your payment details.

  4. Click Save.

📌Note: The Invoicing tab's Footer Details show on Sales Orders, Invoices and Sales Quotes. For Purchase Orders, enter your details in the Footer Details field in the Purchasing tab instead.

Add the payment details to your template

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type you want to edit, for example Invoices.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to edit.

  4. Click the Toolbox tab, then go to the Other Data section.

  5. Drag the Payment Details component onto the template. This adds a Payment Details label and a Payment Details field.

  6. Adjust the size, format and position of the label and field as you need.

  7. Click Save Now, then click Publish.

🤓Tip: You can add either the Payment Details or the Footer Details component. Both show the Footer Details from your Company settings.

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