How it works
When you create a booking, the payment method you select carries through to the client's invoice. When the client opens the invoice, that method is pre-selected as the default. For example, if you select Card on the booking, the invoice opens with Card selected; if you select ACH Debit, the invoice opens with Bank selected.
The client can always change to a different payment method if they prefer — the default simply routes them to preferred option first.
Steps
Create a new booking — + New booking.
Build the booking as usual — select/add the client, add the experience, dates, and party size.
In the Invoice Summary, review Remaining fees and balances.
Select the payment method you or the client want to use.
Save the booking and send the invoice to the client.
What the client sees
When the client opens their invoice, the payment method you selected is already chosen. If you selected ACH Debit, the invoice defaults to Bank and prompts the client to add their bank account.
The full list of payment methods available to the client depends on your organization's settings — for example, whether you accept Zelle, Venmo, or other custom payment methods.
Why route clients to ACH?
Processing fees vary by payment method, and ACH payments carry a lower processing fee than card payments. Defaulting the invoice to Bank guides clients toward the lower-fee option and reduces the cost on each booking.
ACH processing is capped at $10 per payment, while card processing has no cap. On higher-value trips this is where most of the savings come from — the cap holds the ACH cost flat no matter how large the booking gets.
💡 The cap applies per payment, not per booking. If a booking collects a deposit and then a remaining balance, that's two separate ACH payments — so Remaining fees and balances can show up to $20 in ACH processing across the pair. That total is the sum of two capped payments, not a $20 cap.
💡 The Remaining fees and balances section shows the exact fees for each payment method before you send the invoice, so you can compare the cost of Card, ACH Debit, and Custom payments at a glance.