Payment Method Selection Hassle
Am I the only one that gets annoyed by having to select the payment method for my client every time I create an invoice? Some of my client pay by credit card, others ach, some checks. Why can't I ju...
Forum Discussion
Hey Jay, Thanks for the question!
Although the preferred payment method cannot currently be saved on the client level, I recommend changing your Jobber Payment settings to accept both CC and ACH payments on the invoice and quote levels. This way, the client can choose between the two without specifying beforehand.
If the client wishes to pay by check, they can contact you to arrange that payment.
To change your Jobber Payment settings to allow both ACH and CC payments, check out this Help Center article here.
Thank you, Ryan, for the suggestion!