Changing make payments to on invoice

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Holli Brice

• September 15, 2021 17:26

Hello, I need to edit the "make payments to" section on my invoices. Can someone tell me how to change this? Thank You!

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  Jodie Tingle-Willis

  • September 15, 2021 18:25

  I need support with this too. 

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  Ann Ronayne

  • October 26, 2021 21:59

  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

  • October 26, 2021 22:20

  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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  Sara

  • September 15, 2021 19:27

  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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