Add separate banking details per location

If your business operates from multiple locations, you may want to receive payments into different bank accounts depending on where the service was provided. You can do this by adding separate bank details for each location in your payment settings.

Add different banking details for each location

  1. Go to Settings > Payments & invoicing > Payment methods

  2. Click + New payment method

  3. Select Bank transfer as the payment type

  4. In the pop - up window, toggle Available at all locations to OFF

  5. Under Available locations, search for and select the relevant location

  6. Toggle Display on invoice to ON so your banking details appear on client invoices

  7. Add your banking details under Payment instructions

  8. Click Create

Repeat this process for each location where you want to show different banking details.

Note: If you already have a bank transfer or EFT payment method set up, make sure to untick Available at all locations and assign it only to the relevant location.

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