How to add bank accounts

Being able to add bank accounts within any management and invoicing software is essential to save time and to maximize financial efficiency. You can create and add as many bank account entries as you want when working with STEL Order.

 

How to add, edit and delete bank accounts

The following steps will guide you on how to create, edit or delete bank accounts using STEL Order:

  1. Go to |Settings| by clicking on your username, on the top right corner of the screen.
  2. Go to |Management Listings| and then select |Bank Accounts|.
  3. Click on the [Addbutton.

 

How to display bank accounts on invoices, receipts, etc

These bank accounts can be selected when creating any documents for your company.
To do this, you will need to go to your payment options settings, and select the [Link to bank account] option (Settings > Management Listings > Payment Options).

This will enable you to include any bank account you have added when creating a document that uses this payment option.

To find out more about managing your payment options, please refer to this help center article about creating new payment options.