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Changing make payments to on invoice




  • Jodie Tingle-Willis

    I need support with this too. 

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  • Sara

    Hi Holli,

    To edit the information listed in the Make Payments To section of an invoice, go to Settings > My Practice > Practice Name.

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  • Ann Ronayne

    What if I want my practice name and "make payments to" to be different? Is there a way to delete the "make payments to" field altogether and put the payment information in the footer? In this era of PayPal and Venmo, I have several ways for clients to pay. None of them include my practice name.

    This is horribly frustrating!

    Ann Ronayne

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  • Sara

    Hi Ann,

    Currently it is not possible to remove the "make payments to" section of invoices and additionally the Practice Name cannot be different from the name listed after "make payments to". I recommend going to Settings > Documents > Invoice and adding information to your footer about ignoring the "make payments to" section and instead paying you through your preferred method of payment.

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