Add a Remittance Advice to an Invoice

Invoice2go understands that diversity in payment options is one of the ways that businesses thrive. In keeping with this, we aim to provide as many options as possible when it comes to your invoices.

A number of businesses using Invoice2go already have card processing systems in place for their companies. When clients are unable to pay in person, a remittance can be a great alternative.

Remittances allow for your clients to send you a copy of their card information. With this, you can run the card payment through your system without the need for the physical card.

Note: adding new card types will no longer be supported. We recommend adding card brand logos to the invoice or using the Payment Details feature to describe what cards your accept instead.

iPhone and iPad

  1. Go to Settings
  2. Tap on Client payment Options
  3. Tap on Remittances
  4. Set the Remittance Advice toggle button to ON

Android

  1. Go to Settings
  2. Tap on Payment Options
  3. Select Remittance
  4. Check the box for Remittance Advice

Web

  1. Go to Settings
  2. Click Client payments options
  3. Toggle on Remittance advice
  4. Once you create your invoice and click preview you will see the remittance advice at the bottom of your invoice

 


Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

Have more questions? Submit a request