In Quickbooks Sole Trader, Payment details are not shown on imported invoices

Forum|Forum|6 months ago
January 7, 2026
1 reply
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I am a Quickbooks Sole Trader user. I have set up Payment Instructions in Account and Settings... Sales... Invoice Payments. The payment instructions appear on the PDFs of new invoices that I manually create in Quickbooks Sole Trader. But the payment instructions DO NOT appear on the PDFs of Invoices that have been created from import data via Tools...Import Data... Record Type: Invoices in Quickbooks Sole Trader. Please advise how to fix this, as a large proportion of my invoices each month will come from imported data, and I need the Payment instructions on each one. Hopefully I'm just doing something wrong that can be corrected easily. I have cleared my browser history and cache, before you ask, and that has made no difference. Thanks in advance.

QuickBooks Online

Raldwin_D

QuickBooks Team

Hi there, @DDubs.

I understand the importance of streamlining your invoice processes in QuickBooks Sole Trader. However, the option to automatically display your payment instructions on imported invoices is unavailable.

As a workaround, you can manually add the payment instruction in the Note to customer section of your imported invoices.

Here’s how:

Go to Invoices under Get paid.
Locate your imported invoices. To find them easily, you can sort the list by DATE, NO., CUSTOMER or AMOUNT.
Click View/Edit.
Enter the payment instruction in the Note to customer box.
Hit Save once done.