Open Banking, bank transfer, and recording payments

Quotimiser supports several ways to get paid and to keep your records accurate: bank transfer details on documents, Open Banking (powered by TrueLayer) on the client invoice portal, and manual payment entries when money arrives offline.

Bank transfer details

Open Settings → Payments. Enter your UK account details (and optional international fields). When Show bank details on invoices is enabled, clients see them on invoice PDFs and on the invoice portal alongside any Open Banking option.

Open Banking (TrueLayer)

When Open Banking is available for your account, clients on the invoice portal can pay by bank from their own bank's app or online banking. You do not handle card numbers in Quotimiser — the payment flow is hosted by TrueLayer.

On the invoice detail page, under Client payment options:

• Toggle Offer Open Banking on client portal per invoice (bank transfer details can still show when configured).
• For staged invoices, choose which instalment to request when you use Request next instalment — the client email and portal focus on that stage.

After a client pays, the app reconciles the payment (including when webhooks are delayed). You may see a short "confirming payment" state on the portal while status updates. TrueLayer return URLs are handled automatically when the client comes back from their bank.

Recording cash, cheque, or bank transfer manually

On the invoice detail page, use Record payment to log an amount you received outside Open Banking. The invoice amount due and status update; when the balance is cleared, the invoice can move to paid.

Staged payments

Combine payment schedules on quotes and invoices with portal rules: clients generally pay instalments in sequence rather than skipping ahead. See Payment schedule presets and Client portals.

Automated client reminders (Pro)

Pro includes automated emails for overdue invoices and related due-date reminders when those features are enabled for your account. Quote expiry reminders can also be sent before a quote's validity date ends.