Adding Payment Instructions to Invoices
Edited
You can add custom payment instructions that appear on all invoice PDFs sent from Pitchbooking.
How to Add Instructions
Go to SETTINGS > COMPANY > PAYMENTS tab.
Enter your payment details in the Invoice Instructions box.
Click Save.
These instructions will automatically appear at the bottom of every invoice.
Example Templates
Online Payment (Stripe):
Please make payment for this invoice by using the ‘Pay Now’ button in this email.
Bank Transfer:
Dear Customer,
Please make payment by bank transfer to:
Bank Name: [type here]
Bank Address: [type here]
Account Name: [type here]
Sort Code: [type here]
Account Number: [type here]
VAT No: [type here]
After making payment, please email the following to [finance contact email]:
Team name
Payment amount
Date of payment
Invoice number (found at the top of your invoice)
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