Working with financial accounts (bank accounts and PayPal)

Financial accounts are the payment destinations Sliptree prints on your invoices and estimates — IBANs, account numbers, PayPal addresses, and the like. You manage them from Banking in the main navigation.

Account types

Sliptree has five account types, each with its own set of fields tailored to the format your customers expect:

• SEPA bank account — IBAN, BIC/SWIFT, account holder. The default for most EU countries.
• UK/Ireland bank account — sort code, account number, account holder. The default for the United Kingdom and Ireland.
• US bank account — routing number, account number, account type. The default for the United States.
• Bank account (generic) — a free-form fallback for countries with non-standard formats and any country not covered by the specific types above.
• PayPal — your PayPal email address.

You can have as many financial accounts as you need, mixing types freely — for example, a SEPA account for European customers and a US account for North American ones.

E-invoicing requires an IBAN

If you send e-invoices, Sliptree pulls an IBAN off your financial accounts at send time, preferring a SEPA bank account and falling back to any other account that has an IBAN.

For the Estonian e-invoice format the payment account is required — without an IBAN on file the e-invoice can't be generated. For Peppol it's technically optional, but in practice it's what most receiving systems use to match the invoice to the incoming bank transfer, so we strongly recommend having one regardless.

The practical upshot: if you intend to send e-invoices, create a SEPA bank account (with a valid IBAN) under Banking and make sure Show on documents is on.

How the default type is chosen

When you click Add bank account, Sliptree preselects the type based on your business country — SEPA for most EU countries, UK/Ireland or US where they apply, and the generic format elsewhere. You can always change the type from the dropdown.

Adding and editing accounts

From the Banking page:

1. Click Add bank account (the button label covers all financial account types, not just banks).
2. Pick the type, fill in the fields, and decide whether the account should appear on documents (see below).
3. Save. The account is now available across your business.

To edit an account, click it in the list. To delete one, use the Delete action — existing documents that already reference the account keep their payment details unchanged (those are stored on the document itself, not pulled live).

Showing accounts on documents

Each account has a Show on documents toggle. When it's on, the account is automatically included on every new invoice and estimate's payment-details footer. Turn it off for accounts you keep in Sliptree for record-keeping but don't want printed on customer-facing documents.

When you create a new invoice or estimate, Sliptree copies every "Show on documents" account onto that document. From the document editor, you can then add, remove, or reorder the accounts for that specific document without changing the global settings — useful when a particular customer should only see one of your accounts.

Because the accounts are stored on the document, edits to your global Banking settings don't retroactively change documents you've already issued.

Related

• Company details on invoices and estimates — the rest of the information that appears on your documents.
• Customising invoices and estimates — colours, logos, and layout for the document footer where payment details live.