With Releventful Pay, request payment from your clients in the form of credit card, ACH, or both. Follow the steps below to setup credit card and ACH payment requests.
Setting Up a Credit Card or ACH/Bank Draft Payment
Our credit card and ACH/Bank Draft payments are auto-pay enabled. Learn more about enabling auto-pay for payments.
To set up your payment as a credit card or ACH/Bank Draft payment and allow your client to select which they prefer:
Click on the payment in the invoice to edit the payment
Under Payment Method, choose Credit Card or ACH
Setting Up a Credit Card Only Payment
Our credit card payments are auto-pay enabled. Learn more about enabling auto-pay for payments.
To set up your payment as a credit card payment:
Click on the payment in the invoice to edit the payment
Under Payment Method, choose Credit Card
Setting up ACH/Bank Draft Only Payments in Releventful
Our ACH/Bank Draft payments are auto-pay enabled. Learn more about enabling auto-pay for payments.
To set up your payment as a ACH/Bank Draft payment
Click on the payment in the invoice to edit the payment
Under Payment Method, choose ACH