To set up the payment methods which appear on your customer invoices and quotes, follow the steps below:
- Go to Your Profile
- Press Company Settings
- Go to the Finance Settings section
- Select Payment Methods
To select a bank account that is already connected to Business Finance Assistant:
- Put a tick in the checkbox alongside your preferred bank account:
To connect a new bank account:
- Press the link to Add a new bank account
To activate cheques and cash payments:
- Click Yes to activate Accept Cash
- Click No to activate Cheque payments
To enter a third-party bank account:
- Select the Third-party banks / Trustee accounts / Escrow account section
- Manually populate each field
When creating a new invoice, select the payment method from the dropdown menu:
Your preferred payment method will appear in the Payment Information section of your invoice:
The third-party payment option will show the account name:
- See also: