Set up bank data

Add as many bank accounts as you need, so you can then choose which one to use in online sales or when creating invoices.

Bank data is set up from My Gallery / My collection, so it is part of the general settings of the account.

You can record several bank accounts and select the right one depending on the document or the transaction you are handling.

Add a bank account


  1. Click the user menu.
  2. Go to My Gallery or My collection.
  3. Open Configuration.
  4. Select Bank data.
  5. Click the option to add a new bank account.
  6. Fill in the account details.
  7. Save your changes.

What data you can record

When you add a new bank account, you can fill in information such as:

  • account name, so you can identify the account internally
  • company;
  • account holder / beneficiary
  • account number;
  • IBAN; (tick the optional include in invoices checkbox)
  • BIC / Swift;
  • bank;
  • address;
  • additional fields (e.g. CCI, beneficiary address...)
  • payment terms;
  • data protection text.

The fields marked as mandatory must be filled in before the account can be saved.

Use a bank account in online sales or invoices

Once the bank accounts are saved, you can select the account you want to use where relevant.

You can use the bank data you have recorded in:

  • online sales;
  • creating invoices.

This lets you work with different bank accounts without having to type the details in manually.