Take Control of Your Invoice Payment Settings
Want to adjust how you get paid? It’s easy to update your invoice payment settings anytime to match your preferences! Your payment settings are automatically set to your default options, but you can customize them in just a few taps.
How to Change Invoice Payment Settings (Mobile App):
- Go to "More" in the bottom right corner.
- Select “Invoices.”
- Tap the Settings Gear Icon.
- Choose “Payment Methods.”
- Use the radio buttons to enable or disable the payment options you want to offer.
How to Change Invoice Payment Settings (Web App):
- Click on the “Invoices” tab.
- Select the Settings Gear Icon.
- Go to “Payment Methods.”
- Check or uncheck the options you want to enable or disable.
It’s that simple! Customize your payment options to make it easy for your customers to pay you — on your terms.