Manage Pay Online Options

Manage the option for your customers to pay online.

Ian avatar
Written by Ian
Updated over a week ago

Once you've setup your bank account to take credit card payments through our processor, your customers have the option to quickly and conveniently pay their balance online through email or text. 

Configure Default Payment Options

  1. To set the payment options you want to be applied by default on all invoices, navigate to the Account Settings page and click on Invoice Settings

  2. From here, you can adjust the following options:

  • Accept credit card payment - When this settings is toggled on, customers have the option to pay online with their credit card

    Note: You will not be able to text invoices if this setting is off

  • Accept ACH - When this setting is togged on, customers have the option to pay online from their bank account

  • Customer can save card on file - Toggle off (grey) if you do not want customers to have the option to save their card on file

Learn more about payment processing here.

Adjust Payment Options on a Job

  1. If you need to adjust the payment option for a specific customer or job you can do so by clicking 'View and Send Invoice' from the job details page

  2. From here, you'll be able to edit the same payment options mentioned above as well as deposit speeds.

Note: Changing payment settings on the job will not impact other jobs and invoices.

From the Web Portal:

From the Mobile App:

**If you DO NOT already use our credit card processor,
but are interested in learning more,
click HERE!**

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