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:
   • Label - an optional internal label for this account (e.g. "Main Business Account").
   • Bank Details - your full bank account information (e.g. bank name, BSB, account number). This will be displayed on the customer's invoice.
   • Payment Details - optionally add any additional payment instructions, such as reference number requirements.
   • Currency - select the currency for this account.
   • 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.