Bank Accounts

Bank Accounts allow you to configure your business bank account details that can be displayed on invoices. Access this from Invoice Settings → Bank Accounts in the sidebar.

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Creating a Bank Account

To add a new bank account:

1. Click the Add New button
2. Enter bank account details:
   • Bank Name - Name of the bank
   • Account Holder Name - Name on the account
   • Account Number - Bank account number
   • IFSC/SWIFT Code - Bank routing code
   • Branch Name - Bank branch name

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Managing Bank Accounts

From the bank accounts list page, you can:

• Edit - Modify bank account details
• Delete - Remove a bank account

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Bank Details on Invoices

When configured, bank account details can be displayed on your invoices to provide customers with payment information for bank transfers.

TIP

Add all your business bank accounts so customers have multiple payment options. Bank details will appear on invoices based on your invoice settings.