Bank transfer
Clients pay invoices by wire or ACH using the bank details on the invoice, then submit the reference for your bookkeeper to confirm.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.
What it does
Connect Bank transfer and this is what changes
Bank details and payment instructions are set per brand and printed on every invoice and its PDF
The client submits the wire reference from the public invoice page; the payment stays pending until someone with the bookkeeper role confirms it landed
One deposit covering several invoices is recorded as one payment per invoice with the same posted date
Part of
Invoicing
Bill every kind of work from one client record, get paid faster, and stop losing unbilled hours.
Related
More in payments and invoicing
Questions
What does the Bank transfer integration do?
Clients pay invoices by wire or ACH using the bank details on the invoice, then submit the reference for your bookkeeper to confirm.
Does the Bank transfer integration cost extra?
No. It is included with the Invoicing module and the plans that include it. There is no per-connection fee.
Who can set up Bank transfer?
A workspace admin. It takes a few minutes.
Agency operating software
Connect Bank transfer in a few minutes.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.