Choose which online methods your client can use for a payment request.
Steps
Confirm Releventful Pay is connected for the business brand on the invoice.
Open the invoice, choose Payments and edit the payment request.
Under Payment Method, choose Credit Card or ACH/Bank Draft. Leave the Credit Card or ACH field blank if you want to let the client choose between the available methods.
Review the amount, due date and any method-specific convenience fee settings, then save.
Preview the payment request before notifying the client.
Methods are different from automatic payment permission
Offering card or bank draft does not mean the client has authorized every future charge. Auto-Pay and saved-method charging have their own authorization and account requirements. A bank-draft payment can require verification and processing time.