- 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.
- Click Save and Close to save the bank account details.
