Choosing how clients can pay invoices
Pick which ways clients may pay your invoices - card, bank transfer (ACH), or offline - under Payments & Payouts.
Go to Facility Settings → Payments & Payouts → Payment Settings. The Accepted Payment Methods card has three boxes:
- Credit/Debit Card - clients pay online by card. It completes immediately.
- ACH Bank Transfer - clients pay online from a bank account. Lower fees, and it takes a few business days to clear.
- Offline - cash, check, Venmo and the like. Clients see your Offline Payment Instructions (further down the same tab), and you record the payment when it arrives.
Tick or untick the boxes, then select Save Payment Settings. The same button saves the cards that sit with it: Auto-Pay Settings, Default Payment Preference and Offline Payment Instructions. Until you save, the Accepted Payment Methods card says “You have unsaved payment settings.”
Other Save buttons save only their own card
Further down the tab, “Save Fee Settings” (Processing Fees) and the billing day’s “Save” save only those cards. They do not save your payment method boxes.
Invoices, not lesson bookings
These settings govern how clients pay invoices. How riders pay when they book a lesson online is set separately, in the Online Booking card - see Taking lesson bookings online.
Going offline only
Untick both Credit/Debit Card and ACH Bank Transfer and save to take no payments online. Clients then can’t pay any invoice online - including ones you sent before the change. They see “This invoice can’t be paid online. Please contact the barn to pay by cash, check or another offline method.”, so make sure your Offline Payment Instructions say how you want to be paid.
For the fees on each online method, see Payment methods: ACH vs. card.