Bank transfers and payment instructions
Put your bank details on every invoice so clients can pay by wire or ACH, or write your own instructions for any other way you get paid.
Two ways to tell clients how to pay
| Option | Plan | Where | Best for |
|---|---|---|---|
| Bank details | Pro | Settings›Payments | Structured wire or ACH details shown in a tidy block |
| Payment instructions | Every plan | Settings›Invoice Settings | Anything else: PayPal, checks, local transfer methods |
Add your bank details
Go to Settings›Payments and fill in Payment Collection:
- Bank Name
- Your bank, for example First National Bank.
- Account Name
- The name on the account.
- Account Number
- Your account number.
- Routing Number
- For US ACH and domestic wires.
- SWIFT / IBAN
- For international transfers.
Fill in only the fields that apply to you. Save, and the details appear on every invoice's client page under How to Pay, with a note asking the client to include the invoice number as the payment reference.
Write payment instructions
In Settings›Invoice Settings, the Payment Instructions field takes any text, for example "Pay by PayPal to billing@example.com" or "Checks payable to Northwind Studio". If you set payment instructions, clients see them in place of the bank details block, so use one or the other.
When the money arrives
Bank transfers happen outside Pricely, so record the payment on the invoice once it reaches your account. Choose Bank Transfer (ACH/Wire) as the method and put the bank reference in the note.