Displaying Bank Account Details on Invoices for Bank Transfers
OctopusPro allows you to add your business bank account details, which can be displayed on the invoices you send to your customers. This feature makes it easy for your customers to make payments via bank transfer directly to your business bank account without having to contact you or your office staff for the account details.
Add your Bank Account Details to your OctopusPro Account
To add your bank account details to your OctopusPro account, log in and go to Settings > Financial Settings > Payment Integration. Scroll down until you see the “Bank Details” box. Click on the pin icon next to it to open a popup requiring your bank account information.
The necessary details include:
- Account name: This is the business name associated with the bank account, or your full name if it’s a personal bank account.
- Bank Code: This is a unique code that identifies your bank branch. It can be referred to as a BSB, Sort Code, Routing Number, or Branch Code, depending on the country.
- Account Number: This is your unique bank account number associated with your account.
- Bank Branch address: The address of your bank branch where your account was set up.
Remember to click “Save” to store these details in your account.
Sending your Account Details to Customers
Your customers will receive your bank account details in the PDF attachment of the invoice email. This enables them to make payments directly to your business bank account. If you’re using the customer portal for accepting online bookings, these details can also be displayed during checkout if you have the Bank Transfer option activated as a payment method in your customer portal settings.
Displaying Payment Options on Invoices
OctopusPro not only allows you to display your bank account details but also enables you to display your available payment options on your invoices. This is crucial in giving your customers the flexibility they need when making payments.
You can display payment options like Cash, Bank Transfer, Credit Card (with a button), Check, etc., on your invoices. This clear display of payment options provides convenience for your customers, letting them choose the payment method that works best for them.
Remember, transparency in payment methods can lead to faster payments and improved customer satisfaction, ultimately benefiting your business.
In summary, OctopusPro provides you with all the necessary tools to effectively manage the financial aspects of your business. The ability to display your bank account details and preferred payment methods on your invoices makes it easier for your customers to make prompt payments and facilitates smooth financial transactions.
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