Invoice Maker

Enter bank details, so that your customers know where to send payments directly. All information will appear on your invoices and quotes/estimates.

To setup or modify existing bank details, use one of the following procedures:

1. Navigate to Settings (⚙️icon)
2. Choose Payment methods &gt; Bank transfer
 Here you can define your bank details. You can also enable Stripe or PayPal for your clients.
 
 Online payments

When using the app with the purple logo on Apple

___________________________________________________________

1. Navigate to Invoices &gt; Payment options &gt; Bank transfer
2. Choose Payment methods &gt; Bank transfer

Here you can define your bank details. You can also enable Stripe or PayPal for your clients.

When using the app with the green-purple logo on Apple

1. Navigate to Settings (⚙️icon)
2. Choose Payment methods &gt; Bank transfer
 Here you can define your bank details. You can also enable Stripe or PayPal for your clients.
 
 Online payments

Set Up Payment Settings

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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Set Up Payment Settings

Payment Settings

When using the app with the purple logo on Apple

When using the app with the green-purple logo on Apple

When using the app on Android