Choose the payment description for invoices

Choose what customers enter as the payment reference when they pay a salon invoice by bank transfer. The setting is the Payment description dropdown in Settings > Payments & billing > Business Details, and it applies everywhere the invoice is shown: the public invoice page, the invoice PDF, the invoice email, and the send-invoice preview. Your choice stays in place until you change it.

Choose the payment description

You need a salon admin role with settings access. Without it, the settings page shows You don't have permission to access settings.

1. Open your salon admin and select Settings.

2. Go to Payments & billing > Business Details.

3. Find the Payment description dropdown. This setting controls the payment reference customers should use for bank transfers.

4. Choose Invoice number, Service names and date, or Invoice number, service names, and date.

5. Select Save Settings in the You have unsaved changes bar at the bottom of the page. The page confirms with Settings updated successfully.

To check the result, open an invoice and use the send-invoice preview, which shows the payment reference exactly as the customer will see it.

Pick a format

All three options tell the customer what to enter as the payment description on their bank transfer. The difference is how easy the payment is to match to an invoice.

How the date is chosen

Formats that include the date use the appointment date of the booking the invoice is for. If the invoice was created without a booking, the reference uses the date the invoice was sent instead. Dates are shown in your salon's timezone.

Where customers see it

The payment reference appears under Payment reference on the public invoice page and the invoice PDF, in the payment instructions of the invoice email, and in the send-invoice preview. All four surfaces always show the same reference.