Set up vendor bank and payment details

Add a vendor's bank details so you can pay them, and set how they prefer to be paid.

Add a bank account

1. Open the vendor and go to the Bank Accounts tab.
2. Click Add Bank Account.
3. Enter the Account Holder, Bank Name, Account Number (re-enter to confirm), and Account Type, plus:
   - 🇮🇳 IFSC (India)
   - 🇺🇸 Routing Number (US) — US accounts may include a short verification step.
4. Save. Mark one account as Primary — that's the one used for payments.

Payment settings on the vendor

On the vendor's Payment & Bank details you can set:

• Payment Terms
• Preferred Method — UPI, NEFT, RTGS, or Bank Transfer (India); ACH, Wire, or Check (US)
• Currency

Security note: Bank account numbers are stored encrypted and shown masked (for example, ••••1234). See also How vendors get paid.