Skip to main content

Banks screen

The Banks screen allows you to create, read, update, and delete (CRUD) bank data.

You can also:

  • Filter banks by various criteria
  • Import and export banks via XLSX
info

XLSX import/export does not include bank QR code data.

This screen follows the shared Common Screen Patterns for editing, filtering, sorting, and import/export. Only what's unique to Banks is covered below.

Adding a Bank​

Click the Add button at the bottom to open a modal where you can:

  • Enter bank information
  • Upload a QR code (crop and adjust as needed)
warning

Maximum file size: 2 MB

Banks creation

Editing / deleting a Bank​

Each bank item also shows the number of invoices and quotes created with it (quotes count is hidden if the layout is disabled in settings).

Banks list

Filters​

Banks filters

Sorting​

Banks sort

Import & Export​

Banks import/export

Last updated on