To add your bank wire information to your documents, go to the Settings > Financial > Bank Accounts section and enter your details.

To add a bank account, press the small blue plus next to “My Bank Accounts.” You can enter a name to help distinguish the account and then the bank information in content. To delete a bank account, click on the account, and access the delete option by under the hamburger menu next to “Edit Bank Account.”

When you print an estimate, advance, or invoice, you’ll be prompted for which bank info you want to include.

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