If your invoices or rent reminders are not displaying bank account details or an error appears when trying to send them, it usually means your payment information hasn't yet been configured.
Before sending invoices, there's a one-time setup required to add your bank details to the system.
Steps to Set Up Your Payment Details
- Go to Tenancy Builder → Tenancy Manager → Settings.
- Under Payment Details (bottom right of the page), click Edit.
- Enter your full bank information, including:
- Account name
- Account number
- Sort code
- Optional: specify whether it's a business or personal account (some banking apps now request this).
- Click Save to confirm.
- Return to your invoice or rent reminder - your payment details will now appear automatically.
Additional Information You Can Configure
From the same Settings page, it's recommended to complete the rest of your company information. These details are automatically used across invoices, rent reminders, and (for agents) statement runs:
- Company name
- Company or brand logo
- Invoice/statement address
- Default reply-to email address
- BCC email address (for receiving copies of sent emails)
- Email footer (displayed at the bottom of system emails)
Completing this setup ensures your documents are correctly branded and contain all the necessary payment and contact information.
