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Invoices: Now supports Bank only transfers

December 27, 2024

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 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 three dots.
  • Select manage payment methods.

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

Why We Built It?

  • Choose your preferred mode of collection.
  • Avoid credit or debit card fees for invoices with large balances. Wired transactions typically offer lower transaction fees.
  • Ensure that the payment is processed successfully, as there may be certain restrictions associated with credit cards.

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