How do I update bank payment instructions in Chargebee?

Modified on: Sun, 12 Mar, 2023 at 10:05 PM

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How do I edit the bank payment instructions on the invoice?


The bank payment instructions can be updated by navigating to Settings > Configure Chargebee > Customize Invoices, Credit Notes and Quotes > Invoices.

Navigate to the 'Invoices' tab under the 'Customize Invoices, Credit Notes and Quotes' section.

On the Invoices tab, scroll down to the payment instructions section. Click on the edit icon next to the required payment instruction to edit it.

The edit window appears with the selected bank payment instruction. Enter the new details and click 'Submit'.

Make sure that the changes are published by clicking on the 'Apply Changes' button at the top right of the page. The edited changes will not be visible if this is not done. 

Here's a video of the steps to edit the payment instructions for your reference. 

Related Documentation

Payment Instructions

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