How to Add a Bank Account

Click Add Bank Account and enter the bank details as follows:
- Description – Bank account description.
- Bank name – The name of the bank, ABSA, Capitec, and so on.
- Account name – The name of the account.
- Account number – The account number.
- Branch name – The branch name.
- Branch code – The branch code.
- Account type – The type of account, for example Cheque, Savings, and so on.
- Use on Invoice – Check this check box if you want these bank details to appear on the client invoices.
Click Save and Close to save the bank account details.

Was this article helpful?

Yes No