Getting paid

Bank transfer

A bank transfer moves money from a payer's bank account to a beneficiary's account using payment details supplied by the beneficiary. On an invoice, those details may include the account holder, IBAN or local account number, BIC where needed, amount and payment reference. The payer's bank controls authorization, processing time and availability.

Also called
account transfer, credit transfer
Appears on
In the invoice payment instructions
Related task
Tell the customer where and how to transfer payment
Review note
Required identifiers, timing and fees vary by route and bank
Last reviewed
2 September 2026

Why this matters when you invoice

Complete bank-transfer instructions help the customer pay the correct account and help the seller match the incoming money to the invoice.

Where it appears on an invoice

Show the beneficiary name, account identifier, currency and payment reference together. Include BIC or other routing information only where the selected transfer route requires it.

Worked example

Bank transfer example

A consultant's invoice shows the beneficiary name, EUR account IBAN and invoice number IC-1042 as the reference. The customer enters those details, verifies the beneficiary with their bank and authorizes the transfer.

Common mistakes

  • Publishing an unverified or outdated account number.
  • Confusing the payment reference with the account identifier.
  • Promising a processing time that depends on banks or payment schemes.

Put it into practice

Use the matching InvoiceCraftly tool to prepare or check the payment details, then verify them against information supplied by the beneficiary or bank before sending the invoice.

InvoiceCraftly helps present payment instructions; it does not hold funds, authorize transfers, verify account ownership or confirm that payment arrived.

Official references

Sources and terminology reviewed 2 September 2026.

Frequently asked questions

Is a bank transfer the same as a SEPA transfer?

SEPA Credit Transfer is one standardized euro credit-transfer scheme. Bank transfers can also use domestic or other international routes.

Does InvoiceCraftly process bank transfers?

No. InvoiceCraftly helps present payment instructions; the payer and their payment service provider initiate and process the transfer.