How to add payment instructions for offline payments?

Modified on: Mon, 21 Jun, 2021 at 11:34 PM

Scope

  • How to add payment instructions for a bank transfer?
  • How to add payment instructions for a Paypal transaction?
  • Add payment instructions for ACH Credit Transfer
  • Add payment instructions for SEPA Credit Transfer
  • Payment instructions are not shown for Paid invoices

When offline payments are to be made by the customer (For example, using bank transfer/PayPal/ACH credit transfers), complete instructions for doing so can be shown on the PDF invoice using this feature. Payment instructions are not shown for Paid invoices; they are only shown for Payment Due, Not Paid and Posted invoices.

To access this information navigate to Settings > Configure Chargebee > Customize Invoices, Credit Notes and Quotes > Invoices

3 kinds of payment instructions can be configured. Click on each to know more. 


M
Monica is the author of this solution article.

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