How do I add my bank details?
In Settings → Getting paid → Bank transfer, add your PayID and your bank account. Clients see them on every invoice and its payment page.
- Open Settings → Getting paid, and choose Bank transfer.
- If you’re asked, confirm your mobile number first: we text you a code, so nobody else can change where you get paid.
- Your name is already in. Add your PayID (tap your mobile number to put it in), your BSB and your account number. The BSB shows your bank, to check.
- Choose Save bank details.
Your PayID and the account name are enough on their own; add the account too, for clients who pay by bank transfer.
Changing them later? On the app, tap Change bank details first; on the website, the button says Save changes. To keep you safe, new details wait 24 hours before clients see them, and we email and text you. Choose Stop this change in the same place, or make it live sooner from the email.
Bank transfer is free on every plan. Only the owner and admins can change it.
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Email support@thetechcompanygroup.com and we’ll help, or see Support.