Setting up bank details and transfers

If you prefer to receive direct bank transfers as your payment method, you can enter your bank details here. The details that you enter here will be shown on the invoice and quote you send your customers.

To enter bank details,

  1. From the To Do screen, select Settings → Payment Settings.

    The Payment Settings screen will be displayed.

  2. In the Bank Transfer section select Bank details.

  3. Add your BSB and account number.

  4. Select Add New.

  5. To change your bank details, enter the new BSB and account number and select Update.