Put the payment instructions on the invoice.

Use Payment details in the issuing organization. The text is available for the invoice’s payment section.

Yes. Fill in Payment details in the organization and include the payment section on the invoice. For extra instructions specific to one invoice, use Notes. Crypto wallet details can also appear in their own section with a QR code.

Enter or change Notes while preparing that invoice. Review the resulting text in the document before issuing.

Yes. Set the default invoice note in the organization, then adjust Notes on an individual invoice when its instructions differ.

Yes. Payment details and wallet entries belong to the issuing organization. Select the right organization for the invoice you are preparing.

Yes. Choose which payment sections to display while preparing the invoice, then check the preview.

Yes. Keep the bank instructions in Payment details and add the wallet in the organization’s crypto section. Use Notes for any extra agreement specific to this invoice.

No. Issued documents keep their payment information. Updated organization details apply when you prepare new invoices.