How to connect a new bank account from the Payment Methods page

From Company Settings, you can set up your payment methods and connect a new bank account. Your bank information and payment method will appear on your customer invoice template.

1. Select Company Settings from Your Profile.
2. Go to the Finance Settings section.
3. Select Payment Methods.
4. Select the Connected bank account you wish to use. 
5. Enter Other Payment Methods if relevant.

Note: If invoices are paid in cash, they can be added to Other Payment Methods. You can also add a third-party recipient account if required.

Important information: 

• Users are required to connect accounts to reduce payment fraud 
• Only Administrator or Accountant level users can set and change bank accounts within the account connection settings.