Why don't payment instructions appear on QuickBooks invoices created from SortScape?

This only applies when you are connected to QuickBooks Online and create invoices from SortScape.

SortScape creates QuickBooks invoices through the QuickBooks API. QuickBooks does not expose its Payment instructions setting or custom invoice form styles through that API — so invoices created from SortScape may not match invoices you create directly in QuickBooks, even if your custom form style is the default.

SortScape cannot choose a QuickBooks invoice template (unlike Xero branding themes), map payment instructions from SortScape settings, or read the QuickBooks Payment instructions field. It does copy your QuickBooks default message to customer into each invoice’s customer message.

How to include payment details

1. In QuickBooks Online, go to Settings → Account and settings → Sales → Sales form content.
2. Add your bank details and trading name to Message displayed on invoice / Default message to customer — not only the separate Payment instructions field.
3. Create a test invoice from SortScape to confirm it appears on the PDF.

This is a one-time company-wide setup; you do not need to set it per property. Configure invoice emails in QuickBooks too — SortScape-created invoices are sent from QuickBooks.

Do not use the SortScape billing reference field for bank details. That field is for per-property client account or reference codes only. See Adding a billing reference to invoices.