Tell clients how to pay you
Add your PayID or bank details once in Settings → Ways to get paid. They go on every invoice you send.
In the appSettings → Ways to get paid
PayID and bank details go on every invoice you send, so nobody has to ask how to pay you. It's also an item on your Setup list.
Open Settings and tap Ways to get paid. It's the first row under Getting paid.
Under On your invoices, tap PayID and type the mobile number, email or ABN your PayID is on. Tap Save.
Tap Bank transfer, check the account name, then add your BSB and account number. Tap Save.
Leave a field blank and it simply doesn't appear on the invoice.
Your Setup list has a How you get paid step that does the same job with ticks for Cash, PayID, Bank transfer and Card payments.
Card payments are further down the same page, under Cards. They need a quick ID check with Stripe, done in the app.
RelatedSet up card paymentsOnly the business owner can change these. On a computer, PayID and bank details are on the Business details tab in Settings.
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