Connect your bank account to begin collecting payments from clients!
 Written by Madeline Buchanan
Last Updated: Sep. 13th 2024 |
B12 Payments & Invoicing is currently only available to users located in the United States. |
In order to begin using the B12 Invoicing tool, you'll first need to connect a bank account that can be used to receive funds from your clients. The steps below will help you to set up your bank account so that you can start using B12 invoices.
Note: The below steps will only need to be completed once - after this, you're all set to start sending invoices!
1. Log in to the B12 Editor and click Payments and Invoicing.
2. Click Add banking details (this is required for you to accept payments).
Note: If you do not see this button, follow these instructions to edit your business address and include the US as your Country.
3. Through our payment partner, Stripe, you will be prompted to verify your identifying information and bank account. Your business address must be a valid physical address in the United States from which you conduct business and cannot be a P.O. box.
You are now ready to send invoices and receive payments!
If you have already connected a bank account and would like to connect a new one, click Bank accounts and click Add new bank account. Enter your new bank account's information, and click Confirm.
To learn how to get started with the B12 Invoicing tool, take a look at our Getting Started guide.