Billing - Payment Settings

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select Settings > Payments.

2

Under Payment Types, turn ON which online payment(s) you will accept.

3

If you want to send payment confirmation emails to your customer turn ON Payment Receipt Email Settings (optional). 

4

   Complete the payment confirmation email fields.

5

Turn ON Display Memo/Note text entered when a payment is added.

6

Click Save when finished.

• Click Email Preview to send a test invoice email to yourself.