Payment Methods via Portal
It is very important for us to be able to control how a client pays via the portal. We can choose to let them pay only CC, but we do not have the option for them to pay only ACH. We need this badly. We love the portal and our customers/vendors are enjoying the visibility into their accounts, but we CAN NOT have a customer paying a 100k invoice with a CC. The fees are just too high. So we really need the option to have ACH, but not CC. Please, please, please.
Rocky D. Massey
shared this idea
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JLR
commented
I agree with this suggestion, greater flexibility on a per-gateway at the invoice-level would be greatly appreciated. For example, being able to set either ACH and/or CC for Stripe on an invoice. At the moment, it's limited to per gateway. So a current workaround is to have one gateway (Stripe) for ACH and another for (Authorize.Net) for CC but ideally we'd like to just have one gateway Stripe but be able to set either ACH or CC or ACH/CC per invoice.
There's another similar suggestion that this could possibly be merged with: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/42350386-ability-to-disable-credit-card-but-allow-ach-using
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Jenelia Dcruz
commented
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