Setting Up Bank Accounts for Customer Payments
Customers can pay invoices directly to your bank accounts through the Customer Portal or by scanning the QR code displayed on invoices and the Customer Display.
To make a bank account available for customer payments, it must first be created and then marked as visible in the Customer Portal.
Step 1 — Create a Bank Account
Go to:
Accounting → Bank Accounts
Click Add Account.
Complete the required information, including:
Account Name
Account Number
Bank
Currency
GL Account
Branch (optional)
SWIFT / BIC (optional)
If the account already exists, simply edit it instead.
Step 2 — Make the Account Available to Customers
When creating or editing the account, enable:
Show in Customer Portal
Then click Save Changes.
Only accounts with this option enabled are shown to customers.
Where Customers Will See These Accounts
Accounts marked as Show in Customer Portal are automatically displayed in:
Invoice payment page (Bank Transfer option)
Customer Portal
Customer Display QR payment screen
Customers can simply select one of the available bank accounts and transfer payment.
Multiple Payment Accounts
You can enable multiple accounts at the same time.
For example:
BML
MIB
USD Account
EUR Account
Customers will be able to choose whichever account is most convenient.
Hiding an Account
To stop accepting payments to a particular account:
Go to Accounting → Bank Accounts.
Edit the account.
Disable Show in Customer Portal.
Save the changes.
The account will immediately disappear from customer-facing payment pages while remaining available for internal accounting.
Best Practices
Only enable bank accounts that customers should pay into.
Verify account numbers carefully before enabling them.
Hide old or inactive accounts rather than deleting them to preserve accounting history.
If you operate multiple currencies, create separate bank accounts for each supported currency and enable only those that should receive customer payments.