Payment options by invoice

Support
1

Hi
Is there a way that payment options can be configured by specific invoice/ recurring invoice profile?

Most of my clients are on a subscription - I send a recurring invoice for which I stipulate Go Cardless direct debit only and don’t want to give the option of paypal… but then I may need to send a client a single invoice for a ‘one-off’ additional service that they have ordered… and they some times want to pay these by credit card via paypal.

At the moment I can only find a way of configuring payment options at the client level…

Many thanks
Neil

2

I’m not sure I completely follow if I’m honest, but I’ll give it a go!

With a one off invoice, there’s an option to enable/disable payment options available to a client. On the invoice summary screen, tick the box that you want this to apply to, and click ‘More Options’

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Select ‘Pay online’

And then you can change the payment options available using the on/off buttons:

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