All Collections
Proposals & Invoices
How to Configure Payment Settings in an Invoice
How to Configure Payment Settings in an Invoice

This article will describe how to configure payment settings per individual Invoices.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

1. Open the Invoice

Open the Invoice

2. Click on Settings

Click on Settings

3. Toggle on payment methods to offer them in the customer portal

Toggle on payment methods to offer them in the customer portal

4. You can also choose to waive credit card and ACH fees if desired

You can also choose to waive credit card and ACH fees if desired

5. All offered payment options will display for the customer in the Invoice

All offered payment options will display for the customer in the Invoice
Did this answer your question?