Payment Settings
You can control the allocation of processing fees in your Payment Settings: click here
In addition, you have a quick link for the pricing details directly from your settings in case you require them.
ℹ️ PLEASE NOTE: your payment settings have a global impact meaning any changes you are making will have an impact on all open invoices.
Example: if you don't usually accept credit cards, but for this specific client you wanted to, make sure your payment settings have the toggle "Accepting credit cards" always on.
Manual ACH payments
We're excited to announce that the Manual ACH payment option is back!
We know how much you loved this feature, and we're sorry for the temporary pause last month. The underlying reason was that this feature was powered by Silicon Valley Bank and with everything happening there, we were concerned for the security of your clients' funds, hence we decided to take it off for the time being.
Your security is our top priority, and we wanted to make sure everything was in tip-top shape. 🔒
Now after things get on track, your clients can once again enjoy the convenience of making payments by manually entering your bank details — safely and securely.
Sales Reports
We heard quite often that sales reporting was not obvious. To help address it, we added a tag when hovering above the button on the right side of your dashboard. Let us know if we can do something else or move this button elsewhere where it's more intuitive or expected to be located.
