PlanIt EPOS · Settings & Account

Add your bank details for customer payments

This guide is awaiting review — the steps may change.

What does this do?

Customer payments is where you tell the till how customers can pay you. Bank transfer details print on invoices, quotes and statements and show in the customer portal, with a payment reference the customer can quote.

How to use it

  1. From the ☰ menu choose Settings and find Customer payments (Super Admin only).
  2. Tick Pay by bank transfer.
  3. Fill in Account name and Bank name.
  4. Under How your bank is paid choose Sort code & account no. and type the Sort code and Account number, or choose IBAN and type the IBAN and BIC / SWIFT. Ireland and the euro area use IBAN.
  5. Optionally set a Payment reference format, for example SCF-{invoice}. The {invoice} part becomes the document number on each invoice.
  6. Press Save payment settings.
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Related guides

Online card payments (Stripe) and bank transfer details

The Customer payments panel is where customers are told how to pay you. Bank transfer details print on quotes, invoices and statements today; the one-click Stripe connection for card payments is not switched on in the till yet, so the Connect Stripe button is greyed out.

Payments & Deposits

How customers pay an invoice online

Customers can pay one invoice, the whole balance or any amount by card, or see your bank details for a transfer. What they are offered depends on what you have switched on under Customer payments.

Customer Portal

Print or export an account statement

An account statement lists everything the account still owes: each document, its date, gross, paid and balance. Print it to post or hand over, or export it as a spreadsheet file.

Trade Accounts

Raise an invoice

An invoice is raised either from an accepted quote or straight from the Invoices screen when there was no quote. It gets a number, a due date and appears in the Invoices list so you can see what is paid and what is owed.

Invoices & Getting PaidEstimating

Add bank details for deposits

Add your business bank details once and PlanIt shows them to the customer on the acceptance screen, together with the deposit amount and a payment reference. UK accounts use a sort code and account number; Irish and other euro-area accounts use an IBAN.

Settings, Branding & Account

Set your country, currency and tax name

Country & region sets the currency symbol, the tax name and the number formats across the whole till in one go. An Irish shop, for example, gets VAT at Irish rates and prices in EUR. Changing it relabels money; it never converts it.

Settings & Account
Questions this guide answers
  • How do I put my bank details on invoices?
  • Can I use an IBAN instead of a sort code?
  • How do customers pay me through the portal?
  • Where do I connect Stripe?

Last updated 2026-09-03 · Direct link for this feature