Payment details on invoices

Save how clients can pay you, then choose which payment details appear on each invoice. Qufy never takes the payment.

Steps

  1. 1

    Open “Settings” and choose “Payments” in the bar of sections at the top.

  2. 2

    Press “Add a payment method”.

    Settings with Payments chosen: a bank transfer filled in with its Show on invoices by default box, and the What the client sees preview beside it.
  3. 3

    Choose the “Payment type” and fill in its fields.

  4. 4

    Leave “Show on invoices by default” ticked if new invoices should include it, or untick it.

  5. 5

    Press “Save changes” in the bar that appears at the end of the section.

  6. 6

    On an invoice, under “Payment details”, tick the details this invoice should show (“Choose which methods appear on this invoice.”).

    The Payment details section in the invoice editor with saved methods and their checkboxes.

Good to know

  • Types and their fields: Bank transfer (Bank name, Account holder, IBAN, SWIFT (optional)); InstaPay (Handle or phone); Mobile wallet (Provider, Number); PayPal (Email, Link); Wise (Email, Link); Other (Label, Details).
  • You can save up to 12. A method with no details, or an exact copy of another, is not kept. “Delete” on a method removes it.
  • Beside the section, “What the client sees” shows the details new invoices will carry.
  • Only invoices show payment details. Quotes and contracts do not.
  • On the client page they are under “How to pay”, each with a “Copy” button so the client can copy an IBAN or number in one tap.
  • Qufy never takes the payment. The client pays you directly, can then press “I've paid”, and you confirm it.
  • If nothing is saved yet, the invoice shows a link, “Add payment methods in Settings first.” It opens Settings, Payments.
  • If you change the chosen details after sending, press “Send”, then “Update the client page”, so the client sees them.

Last updated 6 Oct 2026

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