How to Add Bank Account Information for Customers or Suppliers

Here is an explanation of how to add bank account information for a customer or supplier

To add bank account information, please follow these steps:

1. Go to the Customers or Suppliers list.
2. Click Edit next to the customer or supplier name you want to edit.
3. Add bank account information in the available fields, which are:
   • Bank Account Country
   • Currency
   • Bank Name
   • Bank Account Name
   • Bank Account Number
   • IBAN Number
   • SWIFT Code
   • Bank Address

     
     

Important Notes:

• All fields are optional by default and accept text and numbers.

• If you fill in any of the following fields:

  • Bank Name or Bank Account Name
    The following fields become mandatory:
  • Bank Account Country
  • Currency
  • Bank Name
  • Bank Account Name

• At least one of the following fields must be filled:

  • Account Number
  • IBAN Number

• If only the Account Number is filled, the following additional fields must be completed:

  • SWIFT Code
  • Bank Address

Search Keywords:

• How do I add bank account information for a customer?

• Is there a way to register the IBAN for a supplier?

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• When entering supplier or customer information, can I just use the IBAN number?

• How do I edit bank information for a customer?