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Add Bank Account

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  1. Click Add Bank Account and enter the required 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.
  2. Click Save and Close to save the bank account details.

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  • James Browning
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