# Payment Details (https://docs.carlio.app/docs/invoices/choose-payment-details)

Select the saved bank, PayPal, cryptocurrency or other payment details that print on an invoice



Payment details tell the customer how to pay. Each saved set of details is reusable across invoices.

**Requirements:** permission to create invoices to select details. Adding a new set of details from the form also requires permission to edit invoices (**Edit Invoices & Settings**). The **Add** button appears only for team members who hold that permission.

## Select saved details [#select-saved-details]

1. Open the invoice form and select the **Payment** tab.
2. Tick the saved details to print on this invoice. The tab shows the name and the type of each set.
3. Select **Create Invoice** or **Save Changes**.

A new invoice starts with the saved details already ticked, up to the limit of four. Clear the boxes that do not apply.

The tab shows the message "No payment details have been saved yet." when the dealership has saved none.

## Add new payment details [#add-new-payment-details]

1. In the **Payment** tab, select **Add**. The dialog **Add Payment Details** opens.
2. Choose the **Type**.
3. Enter the **Payment Name**, for example "Business account". The name is required.
4. Fill in the fields of the type. The next section lists them.
5. Select **Save**.

![The Add Payment Details dialog with the Bank transfer type and its fields](https://storage.carlio.app/public/docs/d1a15924-3df1-42b6-9f94-63ae2c584e02.webp)

The dashboard saves the details for later invoices and ticks them on the current invoice.

## Types and fields [#types-and-fields]

| Type           | Fields                                                                                                                                                                                   |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Bank transfer  | **Account name**, **Account number** and **Bank name** are required. Optional fields are **Branch**, **IBAN**, **SWIFT or BIC**, **Routing number**, **Sort code** and **Bank address**. |
| PayPal         | **PayPal email address** is required.                                                                                                                                                    |
| Cryptocurrency | **Currency** and **Wallet address** are required.                                                                                                                                        |
| Other          | Rows of a **Label** and a **Detail**. Select **Add Row** for another row. Each row prints as a labelled line under the payment heading.                                                  |

## Limits [#limits]

* An invoice prints at most four sets of payment details. Once four are ticked, the remaining boxes are disabled until one is cleared.
* A payment name holds up to 80 characters.

## Notes [#notes]

* The invoice page lists the details that print on the invoice in the **Payment Details** panel. The panel reads "No payment details are printed on this invoice." when none are selected.
* Details that an invoice uses cannot be deleted. They can be archived instead. An archived set leaves the picker and stays on the invoices that name it.
* The invoice settings page, under **Settings**, lists all saved payment details. It offers the actions to change, archive, restore and delete them.