ℹ️ Why use this feature?
Automate your invoices: set default payment methods by company or destination to save time SEPA Direct Debit Compliance: manage your clients' IBAN, BIC, and RUM for automatic debits Customize your PDFs: display the correct payment information according to the chosen method (transfer, direct debit, other)
📋 The three categories of payment methods
Dashdoc offers three types of payment methods:
1. Bank Transfer
Uses your bank account details
Displays the IBAN, BIC, and your bank's name on the invoice PDF
Your existing bank account details are automatically available as "Transfer" payment methods
2. Direct Debit
For direct debits / SEPA
Displays the client's IBAN on the invoice PDF
Requires the client's banking information (IBAN, BIC, RUM)
3. Other
Custom payment methods: check, cash, credit card, factoring, etc.
Displays only the name of the payment method and optional instructions
⚙️ Configure Your Payment Methods
Start by Setting Up Your Bank Information
From settings > bank information
Fill in the different bank account details of your own company
Configure Your Payment Methods
Go to Settings > Billing Configuration > Payment Methods
Click on Add a Payment Method
Enter:
Category: Bank Transfer, Direct Debit, or Other
Name - e.g., BNP Bank Transfer, HSBC Bank Transfer, SEPA Direct Debit
Additionally, you can specify a payment term so that it appears as such on the invoice; e.g., Bank Transfer in 30 days
Internal Description: optional - visible only in Dashdoc, not on the invoice
IBAN: selection of your own bank account, only if the bank transfer category is chosen
Comment: optional - ⚠️ displayed on the invoice PDF
Choose your default payment method using the star to the right of the line
Link Between Bank Details and Payment Methods
When you create or modify bank details in Settings > General Settings > Bank Information, Dashdoc automatically creates or updates a corresponding "Bank Transfer" payment method. They remain automatically synchronized.
❌ Delete a Payment Method
When you delete a payment method:
If customers use it as their default method, they will switch to your company's default methodIf it's your company's default method, the default setting is clearedYou cannot delete a payment method used on draft invoices
👥 Configure Payment Settings by Customer
Set a Default Payment Method for a Customer
Access the destination's record
Scroll down to the billing section
Set the default payment method
This setting replaces your company's default method when creating invoices for this destination.
Configure the destination's bank information (for direct debit)
If you have a direct debit agreement with your destination, choose one of the payment methods configured for direct debit, then fill in the bank details:
IBAN (customer's bank account)
BIC (bank identifier)
RUM (Unique Mandate Reference - SEPA mandate reference)
⚠️ This information is mandatory to finalize invoices with a direct debit payment method for this customer.
Filter customers by payment method
In the Partners list
Add the Payment Method column
Use the filter to find customers by default payment method (e.g., all customers on direct debit)
💻 Manage Payment Methods on Invoices
Priority Order of Suggested Payment Method
When creating an invoice, Dashdoc suggests a payment method in this order:
Default payment method of the destination (if configured)
Default payment method of the company (if configured)
No preselection (manual selection required)
You can always modify the suggestion.
Modify the Payment Method of an Invoice
Yes, but only on draft invoices.
Click on "customize" at the top of your invoice draft page
Select a different payment method
💡 Once the invoice is finalized, the payment method is locked.
Display Payment Methods in the Invoice List
Add the Payment Method column to your invoice list to see which payment method is used for each invoice.