Get paid by bank transfer

Add your bank details once and clients can pay any invoice by bank transfer, then tell you they've paid. You don't need Stripe or another online payment provider, and it works alongside one if you have it.

Add bank transferCopy Anchor Link

1. Open Settings › Finance and select the Payments tab.
2. Under Offline Payment Methods, select Add bank transfer.
3. Keep the name Bank transfer, or change it to what your clients expect.
4. In Payment Instructions, add your account name, account number or IBAN, and what to use as the payment reference.
5. Leave Active on and select Create.

You're done when Bank transfer is listed under Offline Payment Methods and shows on your invoices.

To add cash, cheque or another method, select Add Method instead. See offline payment methods.

What your client seesCopy Anchor Link

On the public invoice, your client:

1. Selects Bank transfer.
2. Sees your instructions and a Payment reference they can copy.
3. Makes the transfer from their bank.
4. Selects I've sent this payment.

They see a thank-you message, and you get a notification that they reported a payment.

Confirm the paymentCopy Anchor Link

A reported payment isn't counted until you confirm it, so your balances stay right if a transfer is late or never arrives.

1. Open the invoice from the notification or from Finance › Invoices.
2. Find Client says they've paid — confirm when it arrives at the top. It shows the amount, the method and the date.
3. Check your bank account for the transfer.
4. Select Confirm received, and add the bank reference if you like. If the money never arrived, select Not received and the invoice asks your client to pay again.

You're done when the invoice shows the payment and the amount still owed goes down.

Good to knowCopy Anchor Link

• Ask clients to use the invoice number as the reference. It makes each transfer easy to match with your bank.
• While a report waits, the invoice summary shows Reported by client (to confirm). Confirm it rather than recording a new payment, so the same money isn't counted twice.
• If a Smart Flow is waiting on this payment, it moves on once you confirm.
• With no online provider and no offline method, clients see a message that online payment isn't set up yet, with your email address.

RelatedCopy Anchor Link

• Record and manage payments
• Stripe Connect
• Payment reminders