When you have Stripe connected as your processor you have the option to include both credit card processing and ACH/Bank Transfer for your clients. You can override these options if you only want one.
To override GLOBALLY
- Click the Gear Icon at the top of the page and go to the Receive Money tab.
- Check only the option you want clients to use.
To override on per job/lead basis
- Go to the job or lead
- In the invoicing tab there click INVOICE OPTIONS
- Then PAYMENT OPTIONS.
- Check which payment type you want the client to use