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Adding More Payment Options To Your Invoice Template
Adding More Payment Options To Your Invoice Template

Along with a credit card processor, you can add more ways to pay

Lara avatar
Written by Lara
Updated over a week ago

Here you can see how to add more options for payment in your invoice templates, such as ACH, PayPal, Zelle, Cash App, or Venmo when your Card Processing is inactive.

Invoice Setup for ACH, PayPal, Venmo, and Zelle

  • From your Dashboard go to Settings and click on Invoicing Settings under Client Billing.

  • In the pop-up window, you will see the invoice template. Scroll down until you find a Payment Details box. Click on the little pen icon to edit and there you should write something like "Click either of the following links to pay with Venmo or PayPal: www.link1.com, www.link2.com". When done with updating click on the Save button. You can also list your bank transfer details there.

  • If you need a wildcard for Venmo, use this one in the Payment Details Box: {{invoice.venmo_link}}

  • For Zelle payments, simply add your phone number or email address associated with your Zelle account to the Payment Details or on the "Custom Payment Message" (more details below).

Next, find the Invoice Payment Page Settings field and go to the When card processing is inactive tab.

  • In the first section, you can add a Paypal link, a Venmo username, or a custom payment link

  • These links will be displayed to your customers next to the invoice when they receive them

  • In the next section, you can add a Custom Payment Message. This is useful when you want to send an ACH routing number or a Zelle email to your customer, for example

  • Note that this option takes precedence over Paypal, Venmo, and Custom Links (above); so if you want those links to be displayed instead, you need to leave this section blank

  • When you are done with all the changes do not forget to click on the Save Changes button.

You can add a line to show on the emails in the Invoice Communication Settings that prepares the customer to select a box in the invoice:

Note: The tipping section is only available when a credit card processor is selected.
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Keywords:

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