Bank Deposit
Shopperee enables bank deposits by displaying them for customers in the following situations:
- After check-out of online bookings and/or online product purchases
- Display in invoices to customers
Reference Number
Customers are asked to use a reference number to identify bank deposit payments. To reconcile such payments, use the search feature (in the My Business > Search page) and enter in either the full or partial reference number. Note that a partial reference number may return more than one matching customer. In such instances, it is advisable to call customers to confirm payment.
Bank Detail Setup
Go to the Contact & Report > Document Variables page to enter your bank details.
Option | Value |
---|---|
Finance: Bank Account Name | Enter the name for your bank account. |
Finance: Bank Account Number | Enter your account number |
Finance: Bank BSB | Enter your BSB |
Finance: Bank Name | Enter the name of your bank |