Configuring Bank Transfer Details
Enable bank transfer as a payment method and define the account details used for subscriptions, invoices, retainers, and more.
🧭 Step 1: Access Bank Transfer Settings
- From your dashboard, go to System Settings
- Click into the Bank Transfer section — this controls how bank details are displayed and used for payment collection
🔄 Step 2: Enable Bank Transfer
- Toggle the Bank Transfer switch ON
- This activates bank transfer as a payment option across modules like Accounting, CRM, and Retainers
🏦 Step 3: Enter Bank Details
Use the Bank Details field to define your payment instructions.
You must use <br> for line breaks — do not press Enter.
Example Format:
Bank: Barclays Bank <br>
Account Name: Example Ltd <br>
Account Number: 12345678 <br>
Sort Code: 12-34-56 <br>
IBAN: GB00BARC12345678123456 <br>
SWIFT: BARCGB22
Preview:
Your formatted details will appear in the Preview section below the input box.
⚠️ Formatting Reminder
- Do not press Enter for new lines
- Use
<br>to separate each line - This ensures clean rendering across invoices, proposals, and receipts
💾 Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your bank details will now appear on relevant payment documents
✅ Best Practices
- Use a business account with clear identifiers
- Include international fields (IBAN, SWIFT) if serving global clients
- Review formatting after saving to ensure a clean layout
- Update details immediately if your banking provider changes
