How do I turn the online payment option on/off on invoices?

This article provides an overview of how to turn online payments on and off on an invoice-by-invoice basis when utilizing ProPay.

• Setting up your default preferences
• Turning the online payment option on and off on an invoice
• How to see which invoices have the online payment option
• Video Overview

Setting up your default preferences

If you are an account owner, you can determine whether or not you'd like to accept credit cards by default on your account's invoices. This setting is merely the default setting and can be toggled on or off on an invoice-by-invoice basis. (Note: non-account owners do not have access to this setting)

1. Head to the Add/Remove Modules page accessed from the Dashboard
2. In the Billing and Invoicing section, set your preferences using the toggle found at the right of the screen

Turning the online payment option on and off on an invoice

The option to turn ProPay processing on/off can be found at the top of the page during the invoice creation process.

How to see which invoices have the online payment option

On a contact's profile page, invoices which have the online payment option "ON" are indicated by a green dot.

Video Overview