Disable payments options for a client by default

Support
1

Hi, previously you added a code for me so that in a new client screen, the ‘allow pdf attachments’ checkbox was ticked by default for all new clients.
I would like the same but so that payment options are disabled by default for all new clients (because I don’t them to pay that way, unless agreed prior).
Is this something can be done please?

image

2

Hi @graffiq

Here is the code you requested.

If you go to Account Settings >> Design Customisation >> Advanced CSS & HTML Customisation, and then select Custom Scripts on the left hand side.

Paste the below code into the editor:

$(document).ready(function() {
    //Set Disable PayPal and GoCardless as Default
    $(".page-clients-modify #chkpspRestrict_A, .page-clients-modify #chkpspRestrict_D").prop("checked",true);
});

What this does, is when the page loads, it’ll automatically tick the “Disable Payment Option for” box for you.

for reference
chkpspRestrict_A = PayPal checkbox
chkpspRestrict_D = GoCardless checkbox

This does mean, if you did want it unchecked for a specific client, this would automatically check it every time you edit them.

Save the file, and don’t forget to activate it in the top right corner.

Hope that helps! :slight_smile: