Documentation
Bank details let ChaseNow support direct-transfer payment flows.
Bank details are optional, but they matter for businesses that want customers to pay by transfer instead of card or external checkout links.
Steps
How to handle bank details in ChaseNow
Open settings and enter the business bank details you want available to invoice workflows.
Save the information so it becomes available when creating or adding an invoice.
Use the invoice toggle to decide whether bank details should be included for that specific invoice.
Preview the email or invoice output to confirm the details appear only when intended.
Settings
One place to store bank instructions for invoice use
Notes
Operational notes
Bank details should be treated carefully because customers may rely on them directly for payment.
Only include them when you actually want transfer instructions on that invoice.
A payment link and bank details can serve different customer preferences.
FAQ
Do I need bank details if I already use a payment link?
No. Bank details are optional and only useful if you want to support direct transfer payments.
Are bank details included automatically on every invoice?
They should only appear when the owner explicitly enables them for that invoice workflow.
Related pages
Next step
Use the docs, then put the workflow to work.
The goal of the documentation is not to describe software in the abstract. It is to help you get an invoice into ChaseNow and keep the follow-up moving.