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How to add payment details on the customer invoice

You can now set your payment details to be included on invoices before sending them to customers.

Step 1: Click on settings and select 'Organisation' on the Car and Van Rental Software. Select the desired organisation.

click-on-settings-and-select-organisation

select-desired-organisation-coastr

Step 2: Click on the 'Branch' tab.

click-on-branch-tab-1

Step 3: Scroll down to find the list of branches. Select the branch and click 'Update' to pull over the branch details.

scroll-down-to-find-list-of-invoices-coastr

select-branch-and-click-update-1

Step 4: Find the toggle 'Show payment details on invoices' option. 

show-payment-details-on-invoices-coastr

Step 5: Turn the toggle on to enter payment details.

enter-payment-details

Step 6: Click on save to update the payment details.

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Step 7: All the new invoices will be automatically updated with the payment information.

all-new-and-old-invoices-will-be-updated-with-payment-details

Step 8: For old invoices, click on download option.

click-download-option

Step 9: Select Re-generate option and then click download to download invoice with new payment details.

click-regenerate-pdf-option-and-click-download

Thats it! You have successfully added payment details on the customer invoice.

 

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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