How to set bank details and payment terms in JobSheet
What this does
Payment terms and bank details are optional workspace fields shown on Print / PDF views for quotes and invoices. They help customers pay you by bank transfer without retyping your account on every bill.
JobSheet does not take card payments or sync to your bank. You still mark invoices paid manually when money arrives.
Steps
- Sign in as the workspace admin and open Workspace from the sidebar or More menu.
- In the Company section, scroll to Payment terms (days, optional).
- Enter a number of days for standard terms, e.g. 30 for Net 30. JobSheet shows Net 30 days on prints and may set due date when you mark an invoice sent (based on issue date + terms).
- Optionally fill in:
- Bank account name
- Sort code
- Account number
- Choose Save workspace at the bottom of the page.
- Open an invoice or quote and use Print / PDF to confirm bank lines and terms appear as expected.
During registration
New owners can enter the same fields in Quick setup or registration step Company on invoices. You can change them later in Workspace.
Tips
- Leave fields blank if you only take card on site or use a payment link outside JobSheet.
- VAT registration number is a separate field in the same Company section; enable UK VAT in Enable UK VAT in Workspace for line VAT on documents.
- Deposit and final invoices use the same bank block from Workspace.