Bank accounts allow you to provide local payment details on your invoices, making it easy for customers to pay you via manual bank transfers.

1. Navigating to Bank Accounts

To manage your business bank details:

• Log in to your Cordlo account.

• Select the specific Business you want to manage.

• From the sidebar menu, click on Settings.

• Navigate to the Bank Account tab.

2. How to Add a New Bank Account

You can add multiple bank accounts to your business profile:

1. Click the Add Bank Account button.

2. In the Bank Account Form, provide the following details:

   • Bank Name (Required): Select or enter the name of your financial institution.

   • Account Name (Required): Enter the official name on the account.

   • Account Number (Required): Enter the 10-digit or relevant account number.

   • Currency (Required): Choose the currency associated with this specific account.

3. Click Add Account to save the details.

3. How to Edit a Bank Account

To update existing account information:

1. Locate the account card in the Bank Account list.

2. Click the Action button (three dots) on the card.

3. Select Edit from the menu.

4. Modify the fields in the form and click Update Account.

4. How to Delete a Bank Account

If you no longer use a specific account:

1. Find the account card you wish to remove.

2. Click the Action menu and select Delete.

3. Confirm the action in the delete dialog.

   • Note: Deleting an account will remove it as a payment option for all future invoices.

5. Using Bank Accounts on Invoices

Once an account is added, it can be displayed on your documents:

• Default Account: You can set a primary bank account that automatically appears in the “Payment Instructions” section of every new invoice.

• Manual Transfers: Providing these details allows customers to confirm payments manually, which you can then record in the Payments section of Cordlo.

6. Security and Verification

• Internal Records: These details are only shared with customers when you send them an invoice or a document with payment instructions.

• Accuracy: Always double-check your account number and bank name to prevent payment delays or errors.