Overview
Invoice payment types define the payment methods available on your invoices, each with an optional processing fee. Under Invoice Payment Types in Settings you add each type, set a processing fee if needed, and can remove types you no longer use. These are the methods you then choose when adding a payment to an invoice.
Before You Start
You need administrator access to Settings. Decide which payment methods you accept and whether any carry a processing fee.
How to Configure Invoice Payment Types
- Click your profile in the top-right corner, then click Settings.
- Click Invoice Payment Types to open the settings menu.
- Click the plus icon to add a new payment type.
- Add the name of the payment type.
- Enter the processing fee if necessary.
- To remove a type, click the trash icon next to it and click OK to confirm the deletion.
- Click Save to apply all your payment type configurations.
Tips and Things to Know
- Add a processing fee to a payment type when it applies.
- These types appear when you add a payment to an invoice.
- Remove outdated types with the trash icon.
- Save after making your changes.
Frequently Asked Questions
When adding a payment to an invoice, you choose from the types defined here.
Yes. Enter a processing fee for the type if needed.
Click the trash icon next to it and confirm with OK.