How do I tell clients how to pay me, and can they pay by card?

Enter your payment details in Settings > Company Settings > “How clients pay you”. They appear on every invoice and invoice email. Online card payment is only available on the original WorkHub company account.

Steps

1. Click “Settings” in the sidebar, then “Company Settings”.
2. In “Billing & payments”, fill in “How clients pay you”, for example check, Zelle or bank transfer details.
3. Optionally set “Name on invoices”, “Logo URL on invoices” and “Billing notifications go to”.
4. Click “Save settings”.

Good to know

• Only company admins can change these settings.
• When card payment isn’t available, the client’s pay page shows a “How to pay” box with your instructions. If you leave them blank, it asks the client to contact you.
• Record payments you receive by clicking “Record payment” on the invoice.
• On the account that does take cards (via USAePay), the gateway keys are also entered on this page.