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Quotes, contracts & invoices

How clients pay you (payment methods)

Set up the ways clients can pay so the right account shows on the right invoice.

A payment method is a saved way for a client to pay you, a bank transfer, PayID, Wise, anything. Each one shows on your invoices so a client always knows how to pay.

Adding a method

In Settings → Invoicing → How clients pay you, add a method with a title and free-form instructions. The instructions show to the client exactly as you type them, so write them the way you want them read (account name, BSB, account number, a reference, whatever applies).

Currencies

Tag a method with a currency and it only shows on invoices in that currency, so a studio billing in more than one currency shows the right account each time. Leave it on "All currencies" to show on every invoice. When you bill in a currency, the method marked default for it appears first.

Switching one off

Turn a method off (Active) to keep it for later without showing it on invoices. Invoices you have already sent keep what they were sent with.