Bookem supports a variety of payment methods, including EFT (electronic funds transfer) or direct bank transfer. To get paid this way, you’ll need to add your banking details so clients can see them on your invoices.
To add your bank account details for EFT or bank transfers:
Click + New payment method in the top right corner
Choose Bank transfer as the payment method
Toggle Display on invoice to ON so your details appear on client invoices
Fill in your bank details and payment instructions under the Payment instructions section
Click Create
Your banking information will now automatically appear on all invoices and statements. These details can also be pulled into automated messages sent to clients using the #Payment link variable.
Because Bookem doesn’t have access to your bank account, EFT payments won’t be automatically marked as paid.
To make sure payments are properly tracked:
Wait until the funds reflect in your bank account
Go to the invoice and manually mark it as paid in Bookem
To make sure your clients receive a receipt after payment:
Once you’ve received the payment, manually record it in Bookem
Bookem will prompt you to send a payment receipt to your client