Payment account and financial settings

Who can do this: Business owners and admins Where to find it: Settings › Payments & Sales › Payment Account and Financial Settings (…

Who can do this: Business owners and admins
Where to find it: Settings › Payments & Sales › Payment Account and Financial Settings (/business/settings/payment-account)

Manage your payment account and set up how invoices and estimates look.

Steps

  1. Go to Settings › Payment Account. Under Payment Accounts you will see your Primary Account. Use Manage Account or View Transactions.
Payment Accounts page with the Primary Account and its Manage Account and View Transactions buttons highlighted
Your primary payment account.
  1. Open Financial Settings. On the Invoice Settings tab, select the edit (pencil) icon to set the Next Invoice Number, Show Logo, Show Business Address and Show Payment Instructions.
Financial Settings Invoice Settings tab showing Next Invoice Number, Show Logo, Show Business Address and Show Payment Instructions
Invoice Settings in Financial Settings.
  1. Open the Estimate Settings tab to set the estimate number and display options, then save.

Result

Invoices and estimates use your settings.

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