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How do 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".

Now enter the bank data. Fields marked in red are mandatory.

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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