What you'll need
- The bank details you want customers to pay into
- In Settings, open Bank transfer, under Invoicing and payments.
- Under Your bank details, type your Bank details for transfer, such as the account name, sort code and account number. It's plain text, up to 300 characters.
- Add a Payment terms note if you like, such as when you'd like to be paid. Also up to 300 characters.
- To show your bank details in the customer portal too, turn on Show bank transfer as a way to pay on the customer portal.
- Choose Save bank transfer settings.
What happens next
Your bank details and payment terms note show on your invoices and statements. With the portal switch on, customers also see your bank details on their invoices and balance, with the invoice number to use as the reference.
When a transfer arrives, record it with Record payment on the invoice, or upload your bank statement in Money, Bank to match it. See Match a bank statement to invoices.
If something goes wrong
- The portal switch can't be turned on: add your bank details first.
- “Your bank transfer settings didn't load. Please try again.”: refresh the page.
- A customer paid without a reference: find the invoice by the amount and their name, or let Bank suggest a match.
Who can do this
The owner and managers with Can see invoices, take payments and set prices.
Still stuck? Send us a message.