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Setting up Bank Accounts (Beta)

Set up bank accounts to display accurate payment info on invoices and manage details centrally in your Company Settings.

Updated yesterday

Adding payment details to your invoices ensures your clients know exactly where to send funds.

With bank accounts managed centrally in settings, you can control what appears on the invoice header and avoid confusion or missed payments.

This setup allows you to define a default bank account for each subsidiary and ensures payment information is displayed consistently on invoices, right where clients expect to find it.

How to Set Up Bank Accounts

1) Go to Settings > Company Info > Bank Accounts.

2) Fill in the following fields:

📌 To ensure the correct bank account is automatically used on invoices, set a default for each subsidiary under Settings > Company Info > Subsidiary.
If no default is set and multiple accounts exist, the bank info won’t be pre-filled.

How Bank Info Appears on Invoices

Each invoice includes a “Pay To” section that displays the bank account details:

  • The section is editable via the Edit Info modal.

  • If only one bank account exists, it’s displayed by default.

  • If multiple accounts exist and no default is set, no bank info is pre-filled.

  • If a default account is set for the selected subsidiary, it is automatically used.

📌 Switching the subsidiary in the Bill From section will trigger an update to the linked bank account in the background.

📌 You can also add bank account details to the note section of the invoice using dynamic fields. Click on the plus sign and start typing “bank” to see the available options.

Customizing the Invoice Template

In the Document Template Editor, your bank information appears under a dedicated label called “Pay To”, located in the Header section of your invoice layout.

This placement ensures that payment instructions are immediately visible to clients, right next to your company details.


You can adjust the placement by going to Customization > Header > Layout and selecting one of the Header 1–5 options, which control the layout.

To include or remove header elements from your invoice PDFs, use the eye icon in the Show/Hide Fields section.

📌 You can also add bank account details as dynamic field variables in the footer or note sections of your PDF invoices.

📌 Where supported (e.g. Header 5 layout), you can override the "Pay To" label under Localization > Override Labels if needed.

For example, you could change it to say something like “Payment Details”.

Managing Permissions and Finalized Invoices

Bank account permissions follow the same rules as Bill From.

Once an invoice is finalized, you can’t change the subsidiary, but you can change the bank account if it belongs to the same subsidiary.

Changing Defaults and Archiving Accounts

You cannot change the subsidiary on a bank account if it is set as a default for that subsidiary. To update it:

  1. Assign a new default account to the subsidiary.

  2. Change the subsidiary on the original bank account.

📌 A bank account can be archived unless it is currently set as a default. Replace it as default first to archive it.

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