Select a payment method and default payment provider

Table of Contents

Select payment method(s)
Select a default provider for payments

You can allow your clients to pay either by credit card, bank debit, or both. 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 transaction fees .

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To be able to select payment methods, set up the payment integration first.

Select payment method(s)

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 .

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.

Select a default provider for payments

If two payment providers are connected, one of them is always selected as a default one.

The default payment provider can be changed by a firm owner or admin . To change your provider, go to Settings > Integrations from the left menu bar, then click Set as default in the Providers section.

Let’s look at a few examples:

If you have connected two 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 notified.