Pay by bank transfer

You can pay IT Solver invoices by bank transfer instead of by card. The Wallet section of the dashboard Billing page shows our bank details and, for monthly subscriptions, the details for a scheduled transfer.

Before you start

• You must have the Owner, IT manager or Billing only role for your business in the dashboard. See What each dashboard role can do.
• The dashboard shows the bank details only when your account uses bank transfer. If your account uses a card now, do the steps in Change to bank transfer first.
• If you pay by card and want to pay only one invoice by bank transfer, do not change your payment method. Email support@itsolver.net or phone 07 3123 6000 instead.

Change to bank transfer

1. Sign in at dashboard.itsolver.net. You can also type dashboard.itsolver.net into your browser.
2. In the sidebar, select Billing.
3. Go to the Wallet section.
4. Select Bank transfer.
5. Select Save payment method.
6. The dashboard asks Use bank transfer for all current and future subscriptions? Select OK.

The dashboard shows All subscriptions now use bank transfer. The bank details then show below Bank transfer.

If the dashboard shows We could not update all subscriptions. Save the payment method again., select Bank transfer and Save payment method again.

If the dashboard shows We cannot show the payment method now. Try again., you cannot select Bank transfer or Save payment method. Reload the page later. If the message stays, contact us.

What changes when you use bank transfer

• The change applies to all your current and future subscriptions.
• We stop charging your card automatically for subscriptions. We email you an invoice for each renewal, and you pay it yourself.
• Most invoices are due 7 days after the invoice date.
• Microsoft 365 invoices are due on the invoice date. We start Microsoft 365 services only after we receive your payment.
• Your saved cards stay in Wallet. You can remove a card that you no longer need. See Pay an invoice and manage your card on file.

Pay an invoice by bank transfer

1. Open the Billing page.
2. In Invoice history, select Outstanding.
3. Select the invoice to download it. Note the invoice number on the invoice. The number is also in the invoice email that we send you.
4. Go to the Wallet section. Below Bank transfer, find Account name, BSB and Account number.
5. Select the copy button next to each value, then paste it into your banking app.
6. Use the invoice number as the payment reference.
7. Send the payment from your banking app.

If you have not seen these bank details before, please verify them by calling 07 3123 6000 and choosing menu 1.

Set up a scheduled transfer for monthly subscriptions

If you have subscriptions that renew each month or more often, Wallet can show Set up a scheduled transfer. Use it to set up a repeating payment in your banking app, so you do not have to pay each invoice by hand.

1. Open the Billing page and go to Wallet.
2. Below Set up a scheduled transfer, find the Reference. It is your business name, cut to 18 characters if it is longer. Select the copy button to copy it. Use it exactly as shown.
3. Find each subscription in the list. Each one shows the amount, how often it repeats and the date it starts from.
4. In your banking app, set up a repeating payment for each subscription. Use the bank details, the reference, the amount, the frequency and the start date from Wallet.

The amounts come from your next renewal. If you add or remove licences, or change a subscription, check Wallet again and change your scheduled transfer to the new amount.

If the dashboard cannot work out a fixed amount for every subscription (for example, when you have more than 12 subscriptions that renew), it shows only Use the invoice number as the payment reference. Pay each invoice when it arrives, as shown in Pay an invoice by bank transfer.

Pay a yearly subscription

A scheduled transfer does not suit a subscription that renews once a year. For these, Wallet shows Pay each yearly invoice. We email you the invoice when the subscription renews. Use the invoice number as the reference.

1. Open the Billing page and go to Wallet.
2. Below Pay each yearly invoice, find the subscription. It shows the yearly amount and the renewal date.
3. Select Add reminder. The dashboard downloads a calendar file.
4. Open the file to add it to your calendar. The event is on the renewal date. It includes the amount and the bank details.
5. When the invoice arrives, pay it as shown in Pay an invoice by bank transfer.

After you pay

• We match bank transfers automatically at 9:15 am Brisbane time each day. Until then, the invoice still shows as Open in Invoice history. After we match it, it shows as Paid.
• An invoice that is not paid by its due date shows as Overdue. See When invoices are due and what happens if you pay late.
• If a service waits for your payment, for example new web hosting, email support@itsolver.net after you pay. We can check the bank statement and match your payment sooner.

Change back to card

1. Open the Billing page and go to Wallet.
2. If you have no saved card, select Add or update card and add a card first.
3. Select the saved card.
4. Select Save payment method.
5. The dashboard asks Save this payment method for current and future subscriptions? Open invoices, including one-off Xero invoices, may be charged now. Select OK.

Open invoices can be charged to the card at that time. See Pay an invoice and manage your card on file.

Examples

• You cannot see the bank details in Wallet. Your account uses a card. Select Bank transfer, then Save payment method. The bank details then show.
• You pay by card but want to pay one invoice by bank transfer. Changing to bank transfer stops card payments for all your subscriptions. Email support@itsolver.net or phone 07 3123 6000 instead.
• You paid yesterday afternoon, but the invoice still shows Open. We match bank transfers at 9:15 am Brisbane time each day. Check again after that time. If it still shows Open, email us the date, the amount and the reference you used.
• You added two Microsoft 365 licences and pay monthly by scheduled transfer. We send a new invoice now for the rest of the current period. Your scheduled transfer does not pay it. Pay that invoice by bank transfer, with its invoice number as the reference (see Pay an invoice by bank transfer). The new licences start after we match that payment. Then open Wallet, read the new amount below Set up a scheduled transfer and change the repeating payment in your banking app.
• One of your subscriptions renews once a year and you want a reminder. Below Pay each yearly invoice, select Add reminder. Pay the invoice when we email it to you.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.