Adding bank details as a payment option for invoices

Bank account details can be setup in your settings and displayed on invoices, so that your customers can pay you via direct deposit. Thanks to improvements in banking, you can now get paid instantly via direct deposit and we can show you how.

  1. From your Bizzly dashboard side menu, click Settings and then click Payment options.
  2. Click the Add bank details button.
  3. Provide your bank account information.
  4. Click the Save changes button.

Additional information

  • Your bank account details will be displayed on invoices that have not been marked as paid.
  • There is a newer alternative to the traditional direct debit called PayID. We also support adding PayID as a payment option.

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