Add Clear Payment Instructions to Your Invoices
Give customers the details they need to pay through your agreed method. Save named payment instructions and select them when preparing an invoice.
Manage payment instructionsSign in or create an account to use the workspace. Check current plan features and allowances.
Save instructions once and reuse them
Create a named payment-detail record, fill in the fields for your chosen method, and mark it active or default. Select an active record in the invoice form when you want the instructions included. Your plan determines how many records you can save.
Bank details that fit the payment method
For international transfers, supply the relevant beneficiary details, IBAN or account number, and SWIFT/BIC. US ACH and wire fields include their routing details; UK transfers use sort code and account number; SEPA instructions use the relevant bank fields. Confirm the required details with your bank and customer.
External payment links and other methods
Store PayPal instructions, a card or online payment URL supplied by your provider, cheque/check instructions, cash instructions, or custom text. Choose only information needed for the agreed payment method.
Payment instructions do not process payments
The application prints the instructions on the invoice. It does not execute ACH or SEPA transfers, charge cards, connect PayPal accounts, verify receipt of funds or reconcile bank transactions. An external payment link remains a separate provider’s payment flow.
Review details before sharing
Check the recipient account and payment link before downloading a PDF. Share only necessary bank information with the correct billing contact. Never put passwords, login codes or card security codes in invoice notes or payment instructions.
Available payment-instruction types
- Custom
- Bank Transfer
- International Bank Transfer
- ACH Bank Transfer
- US Wire Transfer
- UK Bank Transfer
- SEPA Bank Transfer
- PayPal
- Card / Online Payment
- Check / Cheque
- Cash
Frequently asked questions
Does adding ACH details execute an ACH payment?
No. ACH fields provide instructions for a payment made outside SimpleInvoicePDF.
Can I add an online payment link?
Yes. Save a payment URL from your chosen provider. The application includes it as payment instructions; it does not create or operate the provider’s checkout.
Can I keep different payment instructions?
Yes. Save named records and choose the appropriate active record when creating an invoice, subject to your plan’s record limit.
Put this workflow into practice
Use your private workspace to organize billing and review your records.
Manage payment instructions