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.

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Step 2: Click on the 'Branch' tab.

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

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

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

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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.

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

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

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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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