Adding a bank account number to your invoices makes it easy for customers to pay you. In Banqup, you can choose which bank account to display every time you create an invoice.
If you have the payment services in your subscription
When payment services are active, you can link your bank accounts to Banqup.
Once a bank account is linked, it becomes available inside Document Creator and you can choose which one should appear on your invoice.
How to display a linked bank account on an invoice
Open Document Creator to create an invoice.
In the Payment details section, open the Bank account dropdown.
Select the bank account you want to show on the invoice.
That’s it. The selected bank account will be printed on the final PDF and visible to your customer (along with a QR code for them to pay the invoice easily).
If you do not have the payment services
Add Payments to your subscription and make your life easier by:
Paying multiple invoices in a single transaction (even if they’re from different suppliers)
Getting paid faster by providing payment links and QR codes to your customers (via email and on the PDF of the invoice)
You can still display a bank account number on your invoices even if you don’t link bank accounts to Banqup.
You simply add the account number manually inside the Document Creator settings.
How to add a bank account number manually
Go to Document Creator.
Click the cogwheel in the top-left corner to open the settings.
Go to the Bank accounts tab.
Enter your bank account number and save.
The bank account you added will now appear in the Bank account dropdown when you create an invoice.You’ll also be able to edit the bank account from there.
FAQ
Can I display different bank accounts on different invoices?
Yes. Each time you create an invoice, you can choose which bank account to display.