How to add a bank detail as a payment method?

Adding a new payment method

Before going to the steps for how to add payment method let us have an example - I want to add my syndicate bank account detail

Account number: 30002010108841

IFSC Code: SYNB0003011

Address: Agapura Sitaram Bagh Hyderabad 500001


Steps to be followed to add the payment method :

  • Navigate to Dashboard.

  • Select the Setting option from the menu.




  • Choose Payment Methods from the Customer management settings.

  • Scroll down and select Add payment method.




Name: Enter the name of the payment method. Example- Bank Transfer - RTGS, IMPS, NEFT.

Description: Here you can mention the details required for the offline payment method. For example - If it is a bank transfer so in the description you can mention details of the account number, IFSC code, Address, and Contact number.

Enable: You can mark this toggle on before saving the payment method so that it can be made available for your customer to pay the invoice.

Select by default to invoices: You can mark this toggle on so that the enabled payment method is set by default for all the invoices you are creating.

Record: Click on a record to save the payment method.





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