Before creating invoices, accepted payment methods have to be configured where you would like to receive payments to:
How to create new payment methods
- Go on “Settings” > “Account”.
- Scroll down to the box “More Lists” and click “Add Wire” or “Add Online Payment Processor”. Here you can implement one or more payment methods.
- Click on...
...“Add Wire”: A new window is popping up where you can type in the details.
…”Add Online Payment Processor”: A new window pops up where you can type in the details.
- Then, you can assign standard payment methods. Go to “Settings” > “Org Settings”
- Scroll down to the “Invoicing” - box. Click on the drop down list next to “Accepted payment methods” and choose your standard payment method.
These standards can be changed per client and also with a Billing Rule (@How to create a Billing Rule).
How to change the payment methods
a) Standard payment method(s)
To set the standard payment methods go to Settings > Org Settings and scroll down to Invoicing. Here, you can select which payment method you want to bill in as a standard for all payment processes.
b) Payment method(s) by billing rule
Alternatively, you can build your own logic of which group of customers you want to bill in a certain payment method.
Go to Settings > Account and scroll down to Setting Groups. Set your payment method rule in Invoicing. Then, go back to Billing Rules (below Setting Groups) and finalize the Rule here by linking it to the Setting Group.
For more detailed information about how to create a Billing Rule, please refer to this article (@how to create a billing rule - verlinken).
c) Individual payment method(s) assigned to a customer
Go to Customer profile > Billing Settings > Invoicing
Within the Invoicing section, choose between using the default, inheriting it from the default set payment method, or choose the custom value to change the payment method. This will create a payment method exception for the respective client and overrides the billing rules and standard settings. For a better overview, we recommend using the billing rules.
d) Change payment method upon Invoice generation
If you have more than one payment method, you can unselect the non interested method when creating an invoice. This will apply only to the selected invoice.