1. Click on Payments
2. When Stripe payment options are disabled...
3. Alternative Payments method will automatically enable.
This ensures created proposals & Invoices have at least one payment method available to your customer.
4. Under Default Deposit & Invoice Settings
Note the Allow Alternative Payments options for both Proposal Deposit Settings and Invoice Settings are toggled ON, and cannot be disabled.
5. Once a Stripe payment option is enabled, the corresponding method is displayed and available to be enabled under Default Settings.
Note: This happens automatically, once the toggle is switched to ON.
6. Now that Stripe payment options are available, they can be enabled.
Note: Once you enable Stripe payment option, you will then be able to disable the Alternative Payment method if you choose, since there will then be another method by which your customer can pay the deposit/ invoice.
7. Enabling Stripe payment method will reveal the Waive Card Processing Fee Toggle for that option.
In this example, we are enabling the Card option, so Waive Card Processing Fee is displayed.
8. Enabling Bank (ACH) Stripe option will do the same...
9. Here we see the payment options now available for both CC & ACH
10. OnceDefault Deposit & Invoice Settings are set...
11. Click on Save (bottom left)
12. New Proposals & Invoices will start with these settings
At any point, you can edit these methods (as long as Stripe is enabled in your Company Settings.)
13. These settings will also apply to any required Deposits
