---
title: Add preferred payment method to invoice template
description: To better guide your customers on how to settle their invoices, it is essential to include specific instructions on your invoice template according to their chosen payment method, such as bank transfer or automatic payment
---

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2. [Invoicing your customers](https://support.zapfloorhq.com/knowledge-base/invoicing-your-customers?hsLang=en)
3. [Creating and Managing Invoices](https://support.zapfloorhq.com/knowledge-base/invoicing-your-customers?hsLang=en#creating-and-managing-invoices)

# Add preferred payment method to invoice template

## To better guide your customers on how to settle their invoices, it is essential to include specific instructions on your invoice template according to their chosen payment method, such as bank transfer or automatic payment

By clearly stating the preferred payment type, you can streamline the payment process and minimize any potential confusion.

Inform your customers about the preferred payment method for their invoice by including a specific note on your invoice template. This note should detail whether payment should be made via bank transfer or automatic payment.

The system checks the number of approved mandates to determine whether the payment should be processed via bank transfer or automatic payment. If you wish to manually set the payment type, you can activate the option "Use payment type as bank transfer reference for invoice templates."

Navigate to My center, then go to Settings and select Billing. From there, you can enable the option "Use payment type as bank transfer reference for invoice templates."

This functionality will be displayed based on the customer's selected payment type

 

![](https://support.zapfloorhq.com/hs-fs/hubfs/Add%20preferred%20payment%20method%20to%20invoice%20template1-png.png?width=1800&height=1098&name=Add%20preferred%20payment%20method%20to%20invoice%20template1-png.png)

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