**Introduction**
In the fast-paced world of small to medium-sized businesses, efficiency and convenience are key, especially when it comes to managing payments. That’s why we’re excited to introduce a new feature in our invoicing system: support for bank-only transfers. Whether you’re a business owner, service provider, CRM user, coach, or consultant, this enhancement is designed to streamline your payment process and provide greater flexibility. Let’s dive into the details of this new feature and how it can benefit your business.
**Enhanced Payment Method Configuration**
With our new update, configuring payment methods for invoices has never been easier. You now have the power to manage your payment preferences either globally or on a per-invoice basis. This means you can set a preferred payment method for all invoices, and if needed, customize it for individual ones—without altering your default settings. Currently, this feature is available for Stripe users, supporting ACH (Automated Clearing House) and SEPA (Single Euro Payments Area) transfers. However, please note that this configuration is not available for invoices in other currencies.
**User Experience**
When you enable the bank transfer option, users making payments will see only this option. This streamlined process ensures that payments are quick and straightforward, reducing any potential confusion for your clients.
**How to Use It?**
*Global Settings*
To set your default payment methods:
1. Navigate to Payments > Invoices & Estimates > Settings > Payment Settings.
2. Manage default payment methods by toggling your preferred options: choose between bank transfers only (ACH & SEPA) or all available payment methods.
*Customize Payment Methods for an Invoice*
1. For a specific invoice, click the three dots on a new invoice screen.
2. Select manage payment methods.
3. Use the toggles to enable or disable specific payment methods for that individual invoice.
**Conclusion**
This enhancement in payment method configuration is designed with you—the business owner and service provider—in mind. By offering more control over payment methods, we aim to make your invoicing process smoother and more tailored to your needs.
Ready to elevate your business operations with our new feature? Start your 14-day trial with us today and join our learning community. Interested in custom AI and automation systems for your business? Get in touch today to learn how we can build solutions that cater to your specific needs.
