Banks and wallets

Tell clients how to pay you. Add each bank account, wallet or payment gateway once, then choose which ones appear on each invoice, and in what order.

Types

• Bank: bank name, account holder, IBAN, BIC / SWIFT, and where your bank has no IBAN, the account number and account type with a sort code, routing number or branch code. The app checks each one as you type, so a wrong IBAN or BIC shows before it reaches a client.
• Wallet: the provider and what customers send to: a phone, email, username, wallet ID, account ID or merchant ID.
• Payment gateway and Other: for online payment services and anything else.

Every type can also have:

• A Payment link: a page where clients pay online, printed as Pay online.
• A QR code image printed next to the account.
• Extra lines: any label and value, printed under the account in your order.
• A UPI / PIX code where it applies.

The Name is your own label for the account. Clients never see it.

SEPA payment QR

For a bank account with an IBAN, turn on Add a SEPA payment QR to EUR invoices. Every invoice in euros then carries a QR code that clients scan with their banking app: the amount due and the invoice number are filled in for them.

On the invoice

In the Banks & wallets field of an invoice or a preset, pick one or more accounts and move them up or down. They are printed in that order under Payment information. Each invoice keeps a copy of its accounts, so changing an account later never changes an invoice already sent.