BillbookHelp
Settings

Choose how customers pay you

Add bank transfer, PayID, BPAY or your own instructions, and choose which ones go on every new invoice.

  1. Add a method
  2. On new invoices
  3. Shows on invoices

Your payment methods appear under "How to pay" on your invoices, with the invoice number as the reference. You need at least one before you can approve an invoice.

How do I add a payment method?

  1. Open SettingsPayment methods.
  2. Choose Add payment method.
  3. Pick Bank transfer, PayID, BPAY or Other instructions.
  4. Fill in the details, like BSB and Account number, or your Biller code.
  5. Leave Add to new invoices ticked if it should go on every invoice, and save.

For PayID, fill in Name customers will see so they can check they're paying the right business.

Can I use a different method on one invoice?

Yes. Methods marked On new invoices are ticked on each new invoice, and you can untick them or add others on that invoice.

How do I change or remove a method?

Open the menu beside it and choose Edit, Don’t add to new invoices or Remove. Removing it hides it from invoices, and payments already received aren't affected.

Can customers pay by card?

Card payments Coming soon work through your own Stripe account. Under Card payments, choose Connect Stripe, and a "Pay now" button appears on online invoices.

Next

Send your first invoice and get paid

Make an invoice, approve it, email it to your customer and record the payment when it lands.

Set your brand, invoice look and standard terms

Add your logo, colour and contact details, and the terms printed on every invoice, quote and email.

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Templates

Preview your invoices, quotes, statements and emails with your own look and sample figures, and find where to change each one.

People

Bring your team into your books, give each person a role, change it later, and hand over ownership if you need to.

On this page

How do I add a payment method?Can I use a different method on one invoice?How do I change or remove a method?Can customers pay by card?Next