Bank & payments

Bank connections, reconciliation, collections, and payment records.

7 articles

7 articles

Configure bank transfer details and connect GoCardless so customers can pay issued invoices online.

Set IBAN, BIC, and payment terms shown on invoices and used in default payment instructions.

Import or sync bank movements and match them to invoices, expenses, or payroll payments.

Log a bank transfer, card, or cash payment received outside automated collection flows.

Review connected bank feeds and start a new connection for transaction import and reconciliation.

Collect an issued invoice through GoCardless when your organization and client mandate are connected.

Record customer payments in the ledger and allocate amounts to the correct invoices.

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