Set up bank and card details for invoice payments

Summary

Learn how to add or update bank account, cheque, and credit card details for invoice payments.

This article covers:

• How it works 
• Configure payment details

How it works

Box + Dice allows you to configure multiple payment methods for invoices, giving clients flexible options to settle payments. You can add bank account details for EFT, cheque payee information, and credit card types directly from your office settings. This ensures your invoices are clear, professional, and aligned with your preferred payment channels.

Configure payment details

To add or update payment details, you’ll need to access your office settings and enable the relevant payment methods.

• Go to: Settings > General > Office

• Scroll down to Accepted Payment Methods

You will see a list of accepted payment methods, including EFT, cheque, and credit card options.

• Toggle the options to enable or disable Payment Methods:
• If you enabled EFT - Enter your bank account details, including the Account name, BSB number, and Account number
• If you enabled Cheque - Enter the Cheque payee name and Office Address
• If you enabled Credit Card - Click the + Credit Card Types link to add credit card options

For each card type:

• Click the + icon to add a new card
• Enter the card details, including the merchant fee
• Click the + icon again to add additional card types as needed

• Click Save