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Setup Bank Accounts For Payment Collection

Updated this week

IsleBooks POS supports payment collection from customers for a single invoice or multiple invoices through bank transfer once fully setup.

  • Single invoice payment links can be generated by visiting Sell > All Sales Click actions of the invoice, invoice URL and send it to customer. Customer can view and pay that invoice.

  • Alternatively if a single customer has multiple due invoices, you can send a payment link that lists all due invoices by visiting Contacts > Customers click action and click copy payment link and send to customer. You can also setup MsgOwl SMS gateway on settings > Business Settings > SMS Settings to automatically send SMS once every month at a certain day.

How To Setup Bank Accounts For Payment Collection

Step 2- Click Enable Bank Transfer Payment

Step 3 - Click Add Bank Account , Select Bank, Provide Bank Account Name and Account Number and Save

You can add multiple bank account numbers to your business which customers can use to pay for your invoice/invoices

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