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SettingsInvoicing settings

Add bank accounts for manual payments

Store the accounts customers pay into so you can show payment details on invoices.

Bank Accounts stores the accounts your customers pay into when they pay by manual methods such as bank transfer. Once added, an account can be shown on invoices and selected as your default on the Invoice General tab.

Add a bank account

  1. Go to Settings → Bank Accounts.
  2. Open the add-account form.
  3. Enter a Name (required, up to 100 characters).
  4. Choose a Type — bank, credit card, cash, PayPal, or other.
  5. Fill in the payment details as needed — Account holder name, Bank name, Account number, Routing number, SWIFT/BIC, and IBAN.
  6. Set the Currency and an Opening balance if relevant.
  7. Add Payment instructions for customers.
  8. Turn on the Default account toggle to make this the default.
  9. Save the account.

To print these details on your invoices, turn on Show bank details on invoice and pick this account as the Default bank account on the Invoice General tab.

Edit a bank account

Open any saved account to update its details or change which account is the default.

Configure document numbering

Set the prefix, starting number, and padding used to number each type of document.

The receipt email inbox

Forward receipts to a dedicated email address so expenses are captured automatically.

On this page

Add a bank accountEdit a bank account