What's New?

Enhanced Payment Method Configuration

• Global and Local Settings: Configure preferred payment methods globally for all invoices or customize them at the invoice level.

• Per-Invoice Customization: Modify payment methods for individual invoices without altering default settings.

Note: Supported Methods

• Currently available for Stripe users, supporting ACH (Automated Clearing House) and SEPA (Single Euro Payments Area) transfers.

• Configuration will not be available for invoices in other currencies

User experience

• Users will see only the bank transfer option when making payments if option is enabled.

How to Use?

Global Settings

• Configure Default Payment Settings: Navigate to Payments > Invoices & Estimates > Settings > Payment Settings > Manage default payment methods

• Toggle your preferred payment methods: Bank transfers only (ACH & SEPA) or All payment methods

Customize Payment Methods for an Invoice:

• Go to a new Invoice and click on the 3 dots

• Select manage payment methods

• Use the toggles to enable or disable specific payment methods for that invoice.

Why We Built It?

• Help's senders to choose their preferred mode of collections