How to Add Banking Details to Agent Invoices

Overview

Operators sending invoices to agents can now include bank transfer instructions and details within the Agent Invoice. Once entered, these details auto-populate in the Payment Details section of generated invoices—no more manually pasting bank info into the invoice notes for every invoice.

Getting Started

Before getting started, you need:

• Owner-level access
• Banking details

Turn on accepting bank transfers for Agent Invoices

Follow these steps to turn bank transfers for Agent invoices. Once enabled, you can add your banking details so they're automatically included on invoices you generate.
 

1. Go to Settings > Payments. 
   
   
   
    
2. Check the Accept bank transfer for Agent Invoices setting. 
3. Enter your details in the new Agent Invoice Bank Details field (free text), for example:
   
   Make payment to:
   BSB 000000
   Account Number 12345
    
4. Click the Save button.

What the Agent Invoice looks like with Payment Details

When an Agent Invoice is generated, the Payment Details field appears and is populated with the data from the Agent Invoice Bank Details located beneath Payment Details on the invoice.
 

Follow these steps to generate an invoice:

1. Go to Agents > Invoices.
   
   
    
2. Click the New Invoice button.
3. On the new Invoice page:
   • Choose an Agent (or select All Agents to bulk-generate,  one day at a time only).
   • Use the Outstanding / Generated filter — select Outstanding to create a new invoice.
   • Select a date range (this is the fulfillment date— the travel or attendance date, not the booking date).
   • Click Refresh.
   • Check the orders you want to include on the invoice.
4. Click Generate Invoice.
   
   

Once generated, you can:

• Print a hard copy
• Email the invoice to the agent
• (Or bulk-send from the main Invoices page: tick invoices, click Send invoices)

Frequently Asked Questions

Does this affect invoices sent to customers?

No, this is specific to Agent Invoices; Customer payment/invoice behavior is unchanged.

Details in this field will never appear in customer-facing areas (such as online booking widgets, customer booking confirmations, or supplier profiles where tax/ABN info is shown)
 

What happens if I don't fill in the field?

Nothing populates. The invoice looks exactly as it did before.

Do bank details I've entered elsewhere (e.g., under other payment methods) appear automatically?

No, only data in the new Agent Invoice Bank Details field populates the invoice.