What’s New?
Improved Payment Method Configuration
- Global and Local Settings: Set up favored payment methods internationally for all bills or personalize them at the invoice level.
- Per-Invoice Personalization: Adapt payment methods for individual invoices without altering the standard setup.
Note: Supported Modes
- At present, this functionality is available for Stripe users, supporting ACH (Automated Clearing House) and SEPA (Single Euro Payments Area) transfers.
- The setup will not be accessible for bills in other currencies.
User Experience
- Users will only see the bank transfer option when making payments if this option is enabled.
How to Use?
Global Settings
- Set up Default Payment Settings: Navigate to Payments > Invoices & Estimates > Settings > Payment Settings > Manage default payment methods.
- Switch your desired 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?
- This feature assists senders in choosing their preferred collection mode.