It is important to add your bank details for each venue, allowing clients to send you bank transfers. These details can be added automatically into your invoice templates via tokens.
If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions.
How to add bank details
- Navigate to the Banking section in the sub menu for your venue. Venue > Banking
- Input details of your bank’s name, account number and sort code/branch identification number.
- AND/OR Include IBAN and Swift Code. You must enter either account/sort code or IBAN/Swift. At least one is required.
- Click Save in the top right hand corner of the screen to update your account details
The bank information can be added to your financial records via use of tokens, only the information provided will pull through. If you do not provide an IBAN/Swift for example, the names won't appear on the invoice.