Taking payment by bank transfer (BACS)
Not every customer wants to pay by card. TradesOps lets you show your bank details on stage invoices as an alternative to Stripe card payments.
Setting up your bank details
Open Settings → BACS bank transfer and fill in:
- Account name — the name on your business bank account.
- Sort code — six digits.
- Account number — eight digits.
- Reference guidance (optional) — a short line telling the customer what reference to use. For example: Please use your invoice reference as the payment reference so we can match it up.
Your details are stored encrypted, and only appear on invoices you actively send to customers.
What the customer sees
On any stage invoice they open (tradesops.uk/i/<token>), the customer sees:
- Pay by card — the Stripe Checkout link (if you've connected Stripe).
- Pay by bank transfer — your account name, sort code, account number and reference guidance.
They pick whichever they prefer.
Marking a bank-transfer payment as received
When the payment lands in your account, open the stage invoice in your dashboard and tap Mark paid. Pick Bank transfer as the method and add any reference the customer used. TradesOps:
- Moves the stage invoice to paid.
- Emails the customer a receipt.
- Sends a review request email if this was the final stage.
The dashboard reflects the payment immediately.
Card and BACS on the same invoice
You don't have to choose one or the other. If Stripe is connected and your BACS details are on file, every invoice offers both. Whichever the customer uses, TradesOps handles the receipt.
If Stripe pays the invoice via webhook and you'd already marked it as BACS paid manually (or vice versa), the second confirmation is a no-op — the invoice can only be paid once.
Related
Stuck? Email help@tradesops.uk.