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Where can I find a customer’s payment instructions?
Where can I find a customer’s payment instructions?

Quick access to a customer’s payment details in Streamlined

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago

Each of your customers is assigned unique payment instructions that will appear on every invoice. Their payment details are not to be shared with any other customer. When a customer remits payment, these individual details aid in the reconciliation process.

To find a customer’s assigned payment instructions, visit their profile > Details > Billing preferences > Manual billing. Remittance for ACH and paper checks are already labeled for you. There is also an option to print the customer’s payment instructions.

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