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How to Manage Payment Methods for Each Invoice

Learn how to customize the payment methods you accept per-invoice on Maroo, including ACH, card, and check payments, to fit your business needs.


šŸ’³ Customizing Payment Methods Per Invoice in Maroo

Maroo gives you the flexibility to customize payment methods on a per‑invoice basis, so you can decide how you’d like to get paid for each specific transaction. This allows you to tailor payment options depending on the client, project, or payment amount.

šŸ“Œ Why Customize Payment Methods Per Invoice?

Customizing payment methods per invoice is especially helpful when working with different types of clients or payment scenarios:

  • Some clients may prefer bank transfers (ACH)

  • Others may find card payments more convenient

  • Certain projects may require check payments for offline processing

By adjusting your settings for each invoice, you can:

  • Create a smoother, more tailored payment experience

  • Balance convenience, cost, and client preference

  • Maintain flexibility and control over how payments are collected

You can update these options any time before sending the invoice.

šŸ’” Available Payment Methods

For each invoice, you can enable or disable:

  • ACH (Bank Transfer)

  • Credit & Debit Cards

  • Check Payments

🧾 How to Customize Payment Methods on an Invoice

You can easily choose which payment methods to accept while creating or editing an invoice.

Steps

  • First, click Edit on Payment method and fees section while creating your invoice

  • If you prefer ACH payments only, you can disable credit and debit card options by toggling the on and off button shown below:

  • Likewise if you prefer card payments only, you can turn off ACH

  • You can enable both ACH and card payments to give clients more flexibility

āš ļø Important Note

Always double‑check which payment methods are enabled before sending the invoice. This ensures smooth payment processing and prevents delays or confusion for your clients.

āœ‰ļø Enabling Check Payments

If you’d like to accept payments by check:

  • Turn on the Check Payments option

  • Enter your mailing instructions (business address and any specific directions)

Your clients will then see this option and know exactly where and how to send their payment.

šŸ“Œ Key Takeaways

  • Each invoice can have different payment methods enabled or disabled

  • Customizing per invoice helps balance convenience, cost, and client preferences

  • Check payments can be enabled with mailing instructions for offline payments

šŸ“© Need Help?

Still have questions about managing payment methods for each invoice? Chat with us or email [email protected] — we’re happy to assist.

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