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This is where you tell clients how to send you money by hand — a bank transfer, a Cash App tag, a Venmo handle. Each entry you add can print on the invoices you send, so a client with an unpaid bill has the details in front of them. The card’s own description says it: “How patients can pay you — bank transfer, Cash App, Venmo, PayPal and more. Each entry has its own toggle for showing on invoice PDFs and invoice emails while a balance is due.”

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What this tab controls

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Set it up

1

Open the sheet

Select Add payment details. The sheet reminds you: “These appear exactly as entered, so double-check account numbers.”
2

Pick the type

Choose the Type first. It seeds the field labels that channel usually needs, which saves typing and keeps entries consistent.
3

Name it, if you have more than one

Fill in Display name if you hold several accounts — “GTBank Business Account” is clearer on an invoice than a bare “Bank Transfer”.
4

Enter the fields

Type the value next to each label. Delete any suggested row you do not use, and add your own with Add field. For a bank account, the chips add the extra labels your country needs.
5

Decide whether it prints

Leave Show on invoices on if you want clients to see it. Turn it off to keep the entry saved but private — useful for an account you only quote on request.
6

Save

Select Add payment details at the bottom of the sheet. A “Payment details added” toast confirms it and the entry appears in the list.

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What changes once you save

Every entry with Show on invoices turned on starts appearing in two places, immediately and without any further action:
  • On the invoice PDF — the copy a client downloads or you print.
  • In invoice emails — the message that goes out when you send an invoice.
Both are conditional on one thing: there is still a balance due. A paid invoice does not print your bank details, because at that point they are noise. Reopen a balance and they come back. Entries print exactly as you typed them, including spacing and capitalisation — nothing is reformatted or validated. A transposed digit in an account number becomes a client’s money going somewhere else, which is why the sheet asks you to check. This is the manual counterpart to Online payments: that one takes the money on a card, this one tells someone where to send it. They are independent, and most practices run both — a card link for people who want to pay now, bank details for people who pay by transfer. Turning an entry off, or deleting it, stops it printing on invoices from that moment. It does not alter a PDF a client already downloaded.

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Check it worked

Open an unpaid invoice and download the PDF, or send it to yourself. Your enabled entries should be listed with the labels and values exactly as you entered them. Then check a paid invoice — they should be absent there.

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Common issues

Only the practice owner can add, edit or remove payment details. The list reads “Only the clinic owner can change payment details” for everyone else.
Two likely causes. Either the entry’s Show on invoices switch is off, or the invoice has no balance outstanding — details only print while money is still owed.
You have reached the limit of 10 entries. Delete one you no longer use, or turn it off instead of deleting if you may want it back.
“Add at least one field with a value — that’s what the patient will see.” An entry with labels but no values would print an empty block, so at least one field needs something in it.
Use Add field and type your own label. Nothing about the structure is fixed — the suggestions exist to save typing, not to constrain you.
For sending and chasing the invoices themselves, see Invoices.