Bank accounts

In this element you can manage the community’s bank accounts. The bank accounts in this element are the ones you use for direct debit or to which people can transfer money. At least one bank account must be added.

Click on ‘Add’ in the toolbar.

• Give the account a name.
• If you use more than one bank account, indicate if this account is the standard account. The standard bank account will be selected automatically when you create an invoice with a payment request. However, it is always possible to select another bank account when you are creating an invoice, as long as it is added in this element.
• Choose your bank.
• It is possible to enter the old notation of the account number in the field ‘Number’.
• Enter the IBAN, the BIC, in whose name the account is (‘In the name of’) and the place (‘At’).

Click on ‘save’. The account number will appear in the overview.

Edit a bank account

Click on  on the right side of the bank account in the overview. You will see the same fields as when you were adding the bank account. Make the changes and save them.

Delete a bank account

If no transactions are linked to a bank account yet, it can be deleted. Click on  on the right side of the bank account in the overview. Confirm with ‘delete’ or cancel with ‘Back’.