Invoices: Now supports Bank only transfers

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What’s New?
Enhanced Payment Method Configuration

  • Global and Local Settings: Configure preferred payment methods globally for all invoices or customise them at the invoice level.
  • Per-Invoice Customisation: Modify payment methods for individual invoices without altering default settings.
    ![image](

Note: Supported Methods

  • Currently available for Stripe users, supporting ACH (Automated Clearing House) and SEPA (Single Euro Payments Area) transfers.
  • Configuration will not be available for invoices in other currencies

User Experience

  • Users will see only the bank transfer option when making payments if option is enabled.
    ![image](

How to Use?
Global Settings

  • Configure Default Payment Settings: Navigate to Payments > Invoices & Estimates > Settings > Payment Settings > Manage default payment methods
    ![Screenshot 2024-11-21 at 14](

  • Toggle your preferred payment methods: Bank transfers only (ACH & SEPA) or All payment methods
    ![image](

Customise Payment Methods for an Invoice:

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  • Go to a new Invoice and click on the 3 dots

  • Select manage payment methods
    ![image](

  • Use the toggles to enable or disable specific payment methods for that invoice.

Why We Built It?

  • Helps senders to choose their preferred mode of collections