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Help/Integrations/Setting Up Payment Methods

Setting Up Payment Methods

Payment methods tell your clients how to pay you. They are included in the body of every chase reminder, so getting them set up correctly is essential.

JustPayMe supports several payment method types: UK bank account (sort code and account number), international bank account (IBAN/SWIFT), Wise payment link, PayPal.me link, and custom instructions (free text for anything else).

Go to Settings > Payment Methods to add your details. You can add multiple methods and set one as the default. The default is used on all new bills unless you override it when creating the bill.

Always double-check the details before sending your first chase — a wrong sort code or account number means clients cannot pay you even if they want to.

Related tips

Payment Methods

Payment methods are the bank account or payment link details included in chase reminders so clients know how to pay. You can set a default method and override it per bill.

Payment Sync

When a bill is marked as paid in JustPayMe, you can choose to automatically update the corresponding invoice in Xero. This keeps your accounting system in sync without manual data entry.

Help/Integrations/Setting Up Payment Methods

Setting Up Payment Methods

Payment methods tell your clients how to pay you. They are included in the body of every chase reminder, so getting them set up correctly is essential.

JustPayMe supports several payment method types: UK bank account (sort code and account number), international bank account (IBAN/SWIFT), Wise payment link, PayPal.me link, and custom instructions (free text for anything else).

Go to Settings > Payment Methods to add your details. You can add multiple methods and set one as the default. The default is used on all new bills unless you override it when creating the bill.

Always double-check the details before sending your first chase — a wrong sort code or account number means clients cannot pay you even if they want to.

Related tips

Payment Methods

Payment methods are the bank account or payment link details included in chase reminders so clients know how to pay. You can set a default method and override it per bill.

Payment Sync

When a bill is marked as paid in JustPayMe, you can choose to automatically update the corresponding invoice in Xero. This keeps your accounting system in sync without manual data entry.

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