Bank Accounts and Payment Instructions

On the Bank Accounts and Payment Instructions page, this can be found in Settings > Preferences > Accounting/Invoice Preferences > Bank Accounts & Payment instructions

On this page you can add, edit or delete Bank Accounts which are selectable for invoices, these can also be synced with Xero

When creating a payment instructions you can enter the details, you can also select from the drop down box specific Landlords or Clients if you wish to have different payment details for different landlords.

The mandatory fields are 

• Account Name    
• Bank Name
• Sort Code    
• Account Number    

To view existing account, simply click the name of the bank.

To edit an existing account, click on the bank name to view, the click Edit in the top right.

If you sync with third parties such as Xero, you may not be able to edit or delete certain details for more information please see the Xero section