Enter your account name, account number, and sort code once in settings, and they print on every invoice PDF and show on the online invoice. Your client sees exactly where to send the money, and a bank transfer has no card fee taken out of it, so it’s the cheapest way to be paid.
Your first 3 invoices are free to send, no card needed.
Enter your account name, account number, and sort code in settings. They’re optional, and you set them just the once.
Your bank details print on the invoice PDF and show on the online invoice, so your client can pay by bank transfer with the details right in front of them.
When the transfer arrives in your account, record the payment with bank transfer as the method and the invoice marks itself off.
Bank transfer is the workhorse of getting paid: no processor between you and your client, no fee skimmed off, just your details on the invoice and the money in your account. Here’s how it fits together in Sendinvo.
A bank transfer has no card fee taken out of it, so the full amount you invoiced is the amount that reaches you. On larger invoices in particular, that’s a margin worth keeping. Your details live in settings and are optional, so you add them once and they carry across every invoice from then on.
Sendinvo doesn’t have sight of your bank account, so a bank-transfer payment is one you record yourself: when the transfer arrives, open the invoice and record the payment with bank transfer as the method, and it marks itself off. The same works for a part-payment. See recording payments and refunds for the full picture.
Bank transfer and card aren’t either or. Turn on card payments alongside your bank details and your client picks whichever suits them: a transfer for the ones who prefer it, a card for the ones who want to pay on the spot.
In settings, once. Enter your account name, account number, and sort code, and from then on they print on every invoice PDF and show on the online invoice. They’re optional, so you can leave them off if you’d rather not offer bank transfer.
Your account name, account number, and sort code sit on the invoice PDF and the online invoice, so the details are right in front of your client when they go to pay. There’s nothing for them to sign up to.
No. Sendinvo doesn’t see your bank account, so recording a bank-transfer payment is manual: when the transfer lands, record the payment with bank transfer as the method and the invoice marks itself off.
Yes. A bank transfer has no card fee taken out of it, so the full amount you invoiced reaches you. You can offer both and let your client choose.
Start free, add your account name, account number, and sort code once, and let your clients pay you by bank transfer.