Ability to control allowed payment method per customer or per invoice
complete
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Clifford Paulick
Enable, disable, allow, disallow the payment method per client or per invoice.
Example, $500/mo recurring is allowed via any enabled payment method/gateway (Stripe credit card, PayPal Credit, ACH, crypto) but a one-time $15,000 invoice is only allowed to be paid online via ACH.
Or even have enable/disable rules at the Subaccount Location level. Examples:
- if over $1,000 only payment gateway allowed is ACH
- if over $5,000 display a special message like "can't pay online, send a wire to account 1234"
- if over $10,000 allow partial payment
- if customer's billing address country is outside USA, disable ACH
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Stefan Asseg
The new feature only works for customers using Stripe. I use Square and I want to completely disable online payments for invoices. I want amounts in excess of $20,000 to be paid via wire transfers and nothing else.
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Clifford Paulick
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Sales & Marketing
complete
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Clifford Paulick
Sales & Marketing I wish GHL wouldn't mark things as Complete just because they implemented an MVP version of the thoroughly-documented idea—just leave it in Planned status or at least break it out into one or more new idea posts for future phases, as I did here:
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Carter Hogan
Sales & Marketing yeah I feel like the idea here was to turn off a payment method (credit card) completely to accept offline payments. Not just switch between Stripe options.
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Sales & Marketing
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Sales & Marketing
Merged in a post:
Invoice Payments - Option to Disable Credit Cards
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Aaron Bailey
We need the option to turn payment types on/off for invoices. This is an issue for high ticket pricing such as a $30,000 invoice example. We want to be able to only offer ACH for those invoices. Wave allows this in their system as well as the option to prioritize ACH when that is turned on.
Ideally this could also be set at the product level for automated workflows etc.
Choices would be:
ACH + Credit Card options
ACH Only Option
Credit Card only option.
If ACH is enabled, choose which method to prioritize.
And or please enable option to pass cc fees over to buyer. (lots of ideas open already)
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Jono Slade
Yes please! Also including a CC fee only if CC option is selected and not have that CC fee labeled as a Tax.
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Liz Regan
Agreed - ability to disable certain payment types is important. Also, ability to pass thru the merchant fees is great idea.
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Sales & Marketing
in progress
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Jon Hawker
Yes, this. AND let's include the ability to add a percentage if CC is selected. So flexibly payment methods but get to cover a 4% (or whatever is designated) service charge added automatically if CC is selected.
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Clifford Paulick
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Martin Mora
Jon Hawker yes I agree, at least the ability to set CC percentage of our choice for all or individual payment options. Example: CC 4% Fee | ACH 2% Fee | Payment Plan 7% Fee. and show it next the the price of the product and how much it would be additional for each option. that way we can get paid appropriately and still allow our customers to choose whichever option they want. If they want to save money they'll use ACH, if they don't care and want to save time or need to use a CC then they can. but we won't get stuck paying the fees.
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Simone Henry
Yes!!
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Sales & Marketing
under review
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