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Partner bank accounts

A partner's bank accounts are managed in the partner detail, tab Bank Accounts. They are used for payments and incoming invoices.

Account list

For each account you see the IBAN (formatted in groups of four), BIC and the bank name. The default account is marked. Each account has Edit and Delete actions.

Adding a bank account

Add Account opens a form:

  • IBAN * – mandatory. The system checks the format and check digits and fills in the BIC and bank name when it can find them.
  • BIC – optional, often filled in automatically.
  • Default account – the account offered first.

The account is saved only after the IBAN check succeeds; for an invalid IBAN the reason is shown.

Foreign partners without IBAN: accounts without an IBAN (e.g. US routing number and account number) cannot be stored yet. Keep the details in the partner note.

Editing and deleting

  • Edit – change the IBAN, BIC or default flag; changing the IBAN runs the check again.
  • Delete – the account is hidden and no longer offered in new documents. Payments and invoices where it was used do not change.

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