Bank transfer setup
Bank transfer gives clients a manual payment option on invoices. Your bank account details appear directly on the invoice page, so clients can transfer funds without an online payment processor. No transaction fees apply beyond whatever your bank charges for receiving transfers.
How to set up bank transfer details
- Go to Settings > Integrations.
- Find the Bank Transfer section and click to open the configuration form.
- Enter your bank details. Fill in the fields that apply to your bank and region:
- Account holder name, the name on your bank account.
- Bank name, the name of your financial institution.
- Account number, your account number at the bank.
- Routing number / Sort code, the bank identifier for domestic transfers.
- IBAN, the International Bank Account Number for cross-border transfers.
- SWIFT / BIC, the bank identifier code for international wire transfers.
- Save your changes. Only the fields you fill in will display on invoices. Empty fields don't appear.
Setting up multiple bank accounts
You can configure multiple bank accounts for different currencies or regions. Each account stores its own set of details, and you choose which account to display on a given invoice.
How to mark a bank transfer as paid
Bank transfers happen outside of Plutio, so invoices don't update automatically when funds arrive.
- Open the invoice that's been paid via bank transfer.
- Mark the invoice as paid. Once the transfer clears in your bank account, manually update the invoice status to "paid."
Bank transfer works well for larger invoices where card processing fees would add up, since there are no Plutio fees on top of your bank's standard charges.
