Bank Account (manual)

In this article

• What the manual bank account integration does

• Create a new bank account

• Example fields you can add

• Activate / deactivate a bank account

• How it appears on invoices

What the manual bank account integration does

The Bank account (manual) integration lets you:

• Create one or more bank accounts for your workspace

• Store the details for each account (account number, IBAN, SWIFT, etc.) as custom fields

• Show those details on invoices so clients can send a manual bank transfer

Plutio does not move money for you here. Clients pay you outside Plutio, and you mark the invoice as paid once you receive the funds.

Create a new bank account

1. Go to Settings → Integrations → Bank account (manual).

2. Click New bank account.

3. Fill in Account name

   • This is a label for the account, for example:

     • “Main business account”

     • “USD account”

     • “EUR account (Germany)”

4. Under the fields area, add your bank details as Field name / Value pairs:

   • In Field name, type the label (e.g. Account number).

   • In Value, type the actual value (e.g. 123456789).

   • Click Add another to create more rows.

5. Make sure the Active toggle is switched on (green).

6. Click Create.

You can come back later to edit any of these values.

Example fields you can add

You can structure the details however you like. Common examples:

• Field name: Bank name – Value: ACME Bank

• Field name: Account number – Value: 123456789

• Field name: IBAN – Value: DE89 3704 0044 0532 0130 00

• Field name: SWIFT / BIC – Value: COBADEFFXXX

• Field name: Routing number – Value: 021000021

• Field name: Payment reference – Value: Use invoice number as reference

These labels are exactly what your client will see on the invoice.

Activate or deactivate a bank account

In the bank account editor:

• Use the Active toggle to enable or disable an account.

• When an account is Inactive, it won’t be available as an option when using manual bank transfer on invoices.

This is useful if you switch banks or only want certain accounts used for new invoices.

How it appears on invoices

When you enable bank transfer / manual bank payment on an invoice:

• Plutio shows the Account name and all of the Field name / Value rows you’ve configured for that bank account.

• Your client uses those details to send a transfer from their bank.

Once you see the money in your bank account, open the invoice and Mark as paid so your records in Plutio stay accurate.