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How to configure bank account as a payment method? 🗳

Learn how to add bank account details to an invoice to get payment in the bank account

Jiwon avatar
Written by Jiwon
Updated over 3 years ago

It's okay to have a conventional way of accepting payment! That's why Yess has an option to add your bank account details to the invoice. 😃

The payments made through bank transfer won't be tracked for invoice status change. You'll need to change the invoice status manually.

You can easily configure your bank account details to invoices by following the simple steps -

  1. Go to any launched project and click on Contract & Payment tab

  2. Click on any invoice and scroll to the bottom to see Configure Payment Method / Edit Payout Method button

  3. Click on Set up the button beside the Bank Transfer option

  4. Fill out all the essential details 

Bank information added or updated will reflect on all invoices of the workspace.

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