Learn how to add your bank payment details on invoices to allow customers to pay you directly.

How to add bank payment details to invoices

Add your bank payment details on invoices so customers can make payments directly to you. Follow these simple steps to include your bank payment information in invoices using the Bookipi Invoice mobile app:

Step 1: Open the Payment Settings

Tap ‘More’ on the lower right of your screen.

Select ‘Settings’ from the menu.

Step 2: Access Payment Instructions

In the Company section, tap ‘Payment Instruction’.

Step 3: Enter Your Bank Details

Tap the box field to enter your bank information or your preferred payment method.

Step 4: Add a QR Code (Optional)

If you want to make payments even easier, tap ‘Upload QR Code’ to add a QR code for instant payments.

Step 5: Save Your Payment Details

Once you’ve entered all necessary details, tap the checkmark button (✓) in the upper right corner to save.

Your bank details will now appear on your invoices, making it easy for customers to send payments directly to you!

FAQ: Adding Bank Payment Details to Invoices in the Bookipi Invoice Mobile App

Q: Can I add multiple payment methods?

A: Yes! You can enter different payment methods, such as bank transfer details, PayPal, or other preferred options. You can enter up to 500 characters.

Q: Will the payment information sync to the web platform?

A: Yes, your payment instruction details will sync across the web platform. Just make sure you are logged into the correct account.

Q: Can I track my payments in the app once I am paid through the payment details specified on the invoice?

A: No, payments made via bank transfer or other manual methods won’t be tracked in the app. You’ll need to check directly with your bank or payment provider.

Q: Will the invoice status automatically update to “Paid” once I receive payment?

A: No, you need to manually record the payment in the app to update the invoice status to “Paid”. For reference, you can check here.

Q: Can I edit or remove my payment details later?

A: Absolutely! You can go to Settings → Payment Instruction and update or delete the details anytime.

Q: What if my payment details don’t show on the invoice?

A: Try the following troubleshooting steps:

• Ensure payment details are saved by tapping the checkmark.

• Restart the app and create a new invoice.

• Check your invoice template settings to ensure payment details are included.

• Check for app version updates.

• Delete and re-download the app.

Discover more tutorials for Bookipi Invoice on the mobile app

Creating and sending invoices is even easier with the Bookipi Invoice mobile app.

Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.

You can also subscribe to Bookipi Invoice for unlimited invoices on both the mobile app and the web. For more details, check out our Subscription FAQ.