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. Select Profile → My Business → Quotes & Invoices Settings.

    This displays the Quotes & Invoices Settings screen.

  2. In the Bank Transfer section select Bank details.

    The Bank Details screen is displayed.

  3. Add your BSB and account number.

  4. Select Add New.

    Your bank details are saved and shown in the Bank Details section.

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