Enhance your payment collection process with our new feature that allows you to configure invoices to support bank-only transfers. This update brings greater flexibility and control, enabling you to streamline payments via bank transfers, specifically ACH and SEPA, directly from our platform.
You now have the option to configure your preferred payment methods globally for all invoices or customize them at the invoice level. This flexibility offers the benefit of controlling how you receive payments, whether universally across all transactions or on a per-invoice basis.
Currently, this feature is available for Stripe users, supporting ACH and SEPA transfers only. If your invoices are in other currencies, bank-only configuration will not be available.
For those who enable bank-only transfers, users will see only the bank transfer option when they are making payments. This can simplify the payment process for clients who prefer or require bank transfer transactions.
Configure Default Payment Settings: Navigate to Payments > Invoices & Estimates > Settings > Payment Settings > Manage default payment methods.
Toggle Preferred Payment Methods: Choose between bank transfers only (ACH & SEPA) or all payment methods to set your global preferences.
Go to the invoice you want to modify and click on the three dots menu.
Select "Manage payment methods".
Use the toggles to enable or disable specific payment methods for that invoice.
This update aims to provide greater flexibility and convenience by allowing invoice senders to select their preferred mode of collections. By offering more control over how payments are handled, our goal is to streamline the process for both businesses and their clients.
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