Want to make it easier for clients to pay you? You can include your PAYID, account name or other payment details directly on your invoices. Here’s how to add them in Sole Tank:
Step-by-step:
Go to the Bank Feeds section.
Find the bank account you've linked to your invoices.
Click the three dots (⋮) next to that account.
Select Edit Account Name/Number from the dropdown.
In the Top Line only (Bank Account Name), enter the payment info you want to display.
For example:
Sally Tank – PayID +61 421 418 783
Hit Save.
That’s it — your payment details will now show on your invoices.
💡 Tip: Keep it clear and professional so your clients know exactly how to pay you. You can use this field to include PAYID, Paypal details, or any other payment method you prefer.