Customers pay you by bank transfer. Add your bank details once and they print on every invoice. When the money arrives, record the payment against the invoice.
Add your bank details
- Open Settings and go to Company Profile
- In the Bank details card, choose Add bank details
- Enter the account name, sort code and account number, then choose Save bank details
Record a payment
- Open the invoice and choose Record payment
- Enter the Amount received, the Method and the Date received, with an optional Reference
- Tick Email a receipt to the customer if you want them to have one
- Choose Record payment. An amount below the balance leaves the invoice part-paid