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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 10 months 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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