To associate a specific bank account with a client please follow these steps: 1. Go to “Clients” tab. 2. Edit your client by clicking the “Edit” button. 3. Select the bank account you wish to associate, or click the “Bank Accounts” link to set up a new bank account. 4. Click the “Save” button.
continue readingTopic: New bank account
How do I add my bank account to sent invoice?
To attach your bank account to sent documents please follow these steps: Create a New Bank Account 1. Go to Settings > Bank Accounts 2. Click the “New Bank Account” button Enter your bank account information in the following window: 3. Save and close the window. Your bank account should be listed as follows: *
continue reading