How do I add my bank details?
In Settings → Getting paid → Bank transfer, add your PayShap 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 PayShap (tap your mobile number to put it in), choose your bank and type your account number. The branch code fills itself in.
- Choose Save bank details.
Your PayShap and the account name are enough on their own; add the account too, for clients who pay by EFT.
Card payments set up already? Choose Use this account, and your bank and account number aren’t typed again.
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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