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How do I save my organization's bank details?
Short answer: In the Billing part, click Upload RIB and pick the file: a PDF, a JPG or a PNG of 10 MB at most.
Steps
- Open Organisation and scroll down to the Billing part.
- Click Upload RIB.
- Pick the file on your computer: PDF, JPG or PNG, 10 MB at most.
- Wait for the upload to finish: the file name appears, followed by a bin icon.
You'll know it worked when: The file name appears in the Billing part, with a bin icon next to it to remove it.
One set of bank details at a time
Uploading a new file replaces the previous one. To change bank, you only have to send the new document — there is nothing to delete first.
The bin icon removes the document without replacing it.
What it is for
Without bank details we cannot make a transfer out of your money pot. The other ways of using the money pot — coupon, gift card, ordering equipment — do not require them.
The Billing part only appears on accounts that have a money pot.
