Skip to main content

Add Your Payment Details

Add your bank details so clients know where to send payments. These details appear on every document you send.

Add or edit your bank details

  • Open Settings (⚙️)

  • Tap Payment methods > Bank transfer

  • Enter your bank details

  • Save

Tip: You can also let clients pay you by card. Tap Payment methods to see what's available in your app. See Accept card payments to set one up.

If you don't see this same exact menu, follow this guidance:

  • Open Settings (⚙️)

  • Scroll to Accept Online Payments and Accept Manual Payments, and select what applies to you

  • If you tap on Accept Online Payments, toggle on the Card Payments (Stripe) button and follow the on-screen instructions

  • If you choose Accept Manual Payments, fill out your bank details and tap on 'Save'

Did this answer your question?