Bank & Cash

This is where you can save and manage your business bank accounts. This is a great way to keep track of details so you can quickly provide your bank details to clients so they can pay you. This is also a great way to safely share your business bank information with other team or staff members. **You will not need to fill in any sensitive data here, this is not your bank account login details, just account details to be paid into for invoice purposes.**

To set up bank information:

1. Click the 'Settings Tab' Tab
2. Click 'Payment Credentials'
3. Fill in the details for your PayPal, Stripe or Razor Pay account. Please note, that PayPal, Stripe and Razor Pay have detailed guides to show you how to set this up with third part apps like Zuitte. In short though, you will need to acquire a 'key' from your PayPal, Stripe or Razor Pay account to enter into Zuitte here. Then you will need to place the Zuitte Web-hook into your PayPal, Stripe or Razor Pay account.
4. To enter a manual bank transfer method, simply select 'Offline Payment Method' and then enter your details. This will be shown as a text entry to your client so they can manually set up a bank transfer. 
5. Click 'Submit'