How to add bank or cash accounts

Adding bank or cash account in Invoice Meister is easy. Simply from the main menu open Payments and the following screen will be open:

  1. Add cash account 

To add cash account click on the “cash account” button and the following screen will be opened:

Enter the following information:

  • Account name
  • Balance – this is the starting balance for your account
  • Currency for your cash menu
  • Click “Save” to save the changes or “Cancel” to discard the changes

If you want to edit certain cash account, open your cash account and click on the edit button showed on the picture below

2. Add bank account 

To add bank account follow the same procedure just instead of clicking on cash account, click on bank account and the following screen will be displayed:

Enter all needed information for creating bank account:

  • Bank name
  • SWIFT code
  • Bank address
  • Starting balance
  • Account name
  • IBAN code
  • Currency
  • Click “Save” to save the changes or “Cancel” to discard the changes

If you want to edit certain bank account, open your cash account and click on the edit button showed on the picture below