Embedded Files
In order to change a bank account in a mobile application bank account should be added in Tally
Changing bank account while sharing PDF/Invoice
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Share > Share bank account details
Select the bank account that is required
Bank account details in invoice copy and other PDF shared from mobile application will have the same bank account which is added in the settings.
> If Resolved
> Disposition: Mobile app Trouble shooting - Mobile app settings
Changing bank account in the payment feature
Open mobile application
Click on the three horizontal lines > Go to settings > Payment settings > Bank accounts
Select the bank account that needs to be set primary
Click on set primary, Once the bank account is set as primary Rs.1 will be credited to verify the account
Now merchants can share payment links and receive payment in the same account
Customer can also add new bank account if required and set the same as primary
Note: Bank accounts added from the mobile application will not be saved in the tally. However the bank account details added from tally will be saved to mobile application.
> If Resolved
> Disposition: BA_Payments - BA_Payments Account Settings
Adding a bank account in the Auto reminder feature
Open mobile application
Click on the three horizontal lines to the left-hand side > Go to settings > Auto reminder > Customise communication > Select mode > Enable send bank account details
After enabling the settings bank account can be shared in auto reminder.
> If Resolved
> Disposition: Mobile app Trouble shooting - Auto Reminder related
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