How to Set Up Your Bank Account Details

How to Set Up Your Bank Account Details

Bank account details are shown to customers on their invoice so they know where to send their payment.
  1. In the left-hand navigation, go to Pricing & Payments > Payment Methods.
  2. Click on Bank Transfer (via invoice) to open its details page.
  3. Click the Bank Account Details tab.
  4. Fill in the following fields:
    1. Label - an optional internal label for this account (e.g. "Main Business Account").
    2. Bank Details - your full bank account information (e.g. bank name, BSB, account number). This will be displayed on the customer's invoice.
    3. Payment Details - optionally add any additional payment instructions, such as reference number requirements.
    4. Currency - select the currency for this account.
    5. Days Due - the number of days the customer has to make payment before the invoice is overdue. Set to 0 for immediate payment.
  5. Click Save to apply.

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