Stripe & CPA Charge (Basic): Select a default provider for payments & payment method
While you have the option to connect with both Stripe and CPACharge secure credit card processing services, it’s important to select the one that will be the default payment provider for your firm’s invoices and select which payment methods you accept from your clients.
Covered here:
Select a default provider for payments
The payment provider can be changed anytime by a firm owner or admin. To change your provider, go to Settings > Integrations from the left menu bar, then choose the preferred option from the drop-down menu in the Default Provider section.
Let's look at a few examples:
- If you have connected both services but haven’t selected the default provider, the one connected first becomes the default.
- If you have disconnected the service that was set as the default, the one still connected becomes the default.
- If you want to change the default payment method but have outstanding invoices, you will be prompted to move those over to the new provider. If you don’t do this, your clients won’t be able to pay those bills:
Select payment method(s)
You can allow your clients to pay either by credit card, bank debit, or both. Read more on supported payment methods for Stripe.
While the bank debit options are usually cheaper for you, paying by credit card may be more convenient for some of your clients. Here's more on payment processing fees.
To select the payment methods you accept, go to the Payments tab of the Settings > Integrations page, then choose which payment methods you would like your clients to use: credit card, bank debits, or both. This can be done only by a firm owner or admin. You will not be able to change this setting if:
- No payment providers are connected, or
- The Hide invoices from clients toggle is enabled
When you select both, you’ll be able to specify the preferred payment method for each invoice you issue, or you can let the client choose.
If you enable prepayment, it will impact prepayment methods. You will see prepayment methods to choose from only if you selected Credit Card or Bank Debits in the Payment Method section. Otherwise, the prepayment method is the same as the payment method selected.
