How to assign a specific IBAN (RIB) to one of your clients

Do you want a specific client to use one of your registered IBANs as the default for their transactions? Follow this simple, precise guide to create the link within their file.

 Access the client's file :

1. Open the main menu at the top left of your screen
2. Go to Client > Client.
3. Access the desired client's file by clicking on their name.

Link the Default IBAN : 

1. Once in the client file, scroll down to the "Special Payment Terms" section.
2. Locate the field named "Default IBAN".

3. Select the desired IBAN (among your already registered IBANs, e.g., Hello Bank or Qonto) from the drop-down menu.

    

   

Pour appliquer et sauvegarder la modification :

1. Click the "Modify" button located at the bottom of the page.
2. That's it! This IBAN will now be used by default for all new PDFs (quotes/invoices) for this client.

📌 Keep in mind

• This setting is priority: it is applied permanently for this client.
• You can change this selection at any time by returning to the client file.