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Enter a contact’s bank details

Entering a contact’s bank details

You can enter the bank details of your customers or suppliers in the "contacts" section. We recommend entering the bank information so your payments can be processed quickly.

Go to "contacts" and create or edit a contact.

 

Then go to "bank details” on the right and click "+ add bank details".

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Now enter the bank data. Fields marked in red are mandatory. It's not necessary to fill in the official "Bankname", if you don't know it. "Adress" is meant to be the Bank-Adress. This is just an informative detail, it's not necessary for your payments as well.

As soon as you have entered a contact’s bank details, they will be displayed accordingly.

You can also enter several bank accounts for a single contact. When entering a payment, you can select between the contact’s bank accounts.

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