Latest Updates from HighLevel
Improved Payment Method Configuration
HighLevel introduces a new feature that allows the configuration of preferred payment methods. Now, it’s possible to set either default payment methods applicable to all invoices, or customize payment methods at the invoice level.
Invoice-Specific Customization
HighLevel provides the ability to modify payment methods for each individual invoice, with the assurance of not disturbing default settings.
Note: Available Methods
At present, this feature extends to Stripe users, enabling support for both ACH (Automated Clearing House) and SEPA (Single Euro Payments Area) transfers. Please bear in mind that the configuration service does not cater to invoices in other currencies.
User Experience Enhancement
Users will only see the bank transfer option when making payments if it is enabled.
Guidelines for Using the New Feature
Global Settings
Configure Payment Settings: Go to Payments > Invoices & Estimates > Settings > Payment Settings > Manage default payment methods.
Choose preferred payment methods: users can now decide to go for Bank transfers only (ACH & SEPA) or All payment methods.
Customizing Payment Methods for an Invoice:
To customize the payment methods for an invoice, navigate to a new Invoice and click on the ellipsis (3 dots). Then select ‘manage payment methods’ from the drop-down menu to enable or disable specific payment methods for that invoice.
Reasons Behind the Development
HighLevel introduced this feature to aid senders in selecting their preferred collection method.
Click here for the full HighLevel update article
What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.
