Moon Invoice allows you to connect your bank account to manage and track bank transactions

Option 1: Add Bank Account Online

1. Open the Moon Invoice app.
2. Go to Banking.
3. Click on (+) Add Bank Account.
4. Select Add Bank Online.
5. Click Continue.
6. Search for and select your bank or financial institution.
7. Complete the verification process if promoted.
8. Log in to your bank account and authorize the connection.
9. Once the connection is successful, your bank account will be added to Moon Invoice.

Option 2: Add Bank Account Manually

1. Open the Moon Invoice app.
2. Go to Banking.
3. Click on (+) Add Bank Account.
4. Select Add Bank Manually.
5. Enter the required bank account details, such as:

• Account Name
• Account Number
• Bank Name
• Currency
• Account Type
• IFSC Code (if applicable)
• Notes (optional)

6. Click Save.

Note

• Online bank connections are powered by Plaid.
• The online connection process may vary depending on your bank.
• You can add multiple bank accounts.
• You can set a bank account as the primary account while adding it manually.