Forte Bank / Credit selection option at customer or invoice level.
Add the Credit Card & Bank Account selection option to the invoice level for Forte. Similar to how Paypal has a Business and Personal selector. Add check marks to allow payment via either credit card, bank account or both.
Nick
shared this idea
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Anonymous
commented
I second this. This has always been an option in QuickBooks Online, and if I realized I couldn't make these selections at the invoice level I would not have switched.
We have invoices for expense that are sent out for reimbursement without markup. We normally only allow these to be paid by EFT, not credit card. In QuickBooks we would just uncheck the credit card option and leave EFT checked. Now we are losing 2.9% plus fees on every invoice we send out if they chose to pay by credit card, which most do, given the choice.