How to add bank information and QR code on the
Web app
Easily set up your bank details, preferred payment methods, and QR code with these simple steps using the Web app. Get started in just a few clicks!
Step 1: Access the Settings Page
On your dashboard, click on your business icon in the upper left corner of the page.
From the drop-down options, select ‘Settings’.
Step 2: Navigate to the Payment Section
Under the ‘General’ tab, scroll to the Payment section.
Click ‘Add instructions’ beside Payment Instruction.
Step 3: Enter Your Payment Details
In the first box, enter your bank information or any payment details you want
to provide.
If applicable, click on the 'QR code' field to upload an image file for quick payments.
Step 4: Save Your Payment Instructions
Once you’ve entered the necessary details, click ‘Save’ to store your information.
You have successfully added your preferred payment method, making transactions smoother for your business!
FAQ
Q: Can I add payment instructions to other document types such as Estimates, Credit Notes, Delivery Notes, and Purchase Orders?
A: No, payment instructions can only be added to and accessed within the Invoice document (your default invoice category). Here, you can also mark the invoice as paid and send a receipt simultaneously.
Q: Can I track payments made based on my added payment details in the Web app?
A: No, payment tracking depends on the payment method used. You can monitor payments directly through your bank or other payment platforms based on the details you provided.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.