When to update transfer details

Review this section when you start using Fencify, when your business banking changes, or before sending a new batch of quotes and invoices. Keeping the account name, BSB, and account number current helps clients pay the right account without follow-up calls.

This is also a useful check after changing your trading identity, because invoice and proposal payment sections should match the account your bookkeeper reconciles.

Details to check before saving

• Account name: the account holder name clients should reference when making payment.
• BSB: the BSB for the receiving account.
• Account number: the receiving account number used for transfers.

Enter the values exactly as your business banking records show them. Keep formatting consistent with how your office team records incoming payments.

Update details in Configuration

1. Open Configuration and go to the payments step.
2. Enter or update account name, BSB, and account number in the Bank transfer card.
3. Review the invoice payment preview panel on the same page.
4. Save the settings so future payment prompts use the updated details.

Where clients see these details

Saved bank transfer details flow into payment areas across your customer-facing records. In proposal acceptance, the bank deposit option shows account name, BSB, account number, and the quote reference. In invoice documents and invoice PDFs, the payment details panel shows transfer instructions and invoice reference wording.

When details are missing, invoice payment sections can still render but your team may need to provide instructions manually. Keeping this section complete reduces that extra back-and-forth.

Good operating habits

• Recheck bank details after any account change or bank switch.
• Confirm proposal references and invoice numbers are included in client payment instructions.
• Run a quick internal check on a new proposal and invoice after updates to confirm payment wording reads clearly.