ACH Autopay for Recurring Invoice Templates and/or Payment Plans
M
Matt Barbey
It seems that you can send an invoice directly and create an autopay for a payment plans, but that option isn't available in templates from what I can tell. For example, if we have a specific service and offer 2 or 3 month payment plans and prefer the customer pay with ACH on autopay, I would have to manually create every first month invoice and then create the payment plan within that invoice each time. That is less efficient than being able to create this in a template.
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S
Sales & Marketing
Merged in a post:
Ability to choose ACH on file when creating new invoice or recurring template
C
Carter Harkins
I can do this directly in Stripe, but not in GHL. So now a customer has to re-setup their ACH method on any new or changed recurring template the first time they receive it. They all say "just use my ACH already on File" but we have to explain that we can't, they have to enter it again. It's a hassle and causes unnecessary friction with existing clients. We can choose a credit card on file, but not ACH. Please add!