Summary
Learn how to store a contact’s bank details to be used when processing payments for vendors, solicitors, or purchasers.
This article covers:
Overview
Recording a contact’s bank details ensures smooth and accurate payment processing for vendors, purchasers, and solicitors. By storing this information securely within the contact record, you can avoid manual entry during transactions, reduce errors, and save time—especially when handling multiple payments.
Add bank details to a contact
To record a contact’s bank details:
- Go to: Contacts
- Select the Contact record
- Click Edit at the top right corner of the screen
- Expand the Account Details section of the modal
- Enter the bank details (e.g., BSB, Account Number, Account Name)
- Click Save to store the bank details
Once bank details are saved, you can select the Contact Account in future transactions. This will auto-fill the payment details, such as the Account Name and BSB/Account Number, saving time during the payment process.