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

1. Sign in as the workspace admin and open Workspace from the sidebar or More menu.
2. Choose Company at the top if needed.

3. In Details, 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 invoice prints (not credit notes). When you mark an invoice sent, JobSheet sets the due date from the issue date plus those days unless you already entered a due date.
4. Optionally fill in:
   • Bank account name (optional)
   • Sort code (optional)
   • Account number (optional)
5. Pause after the last field. A green Saved tick appears on that field when the details have saved.
6. 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 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.

Related guides

• Print a quote or set valid until
• Email a quote or invoice to a customer
• Mark an invoice paid
• Quotes & invoices feature guide