Block customers from using credit card payments
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It would be nice to be able to block customers from using credit cards as payment.
Some customers are using a net 30 terms and then want to use a credit card to pay their invoices. This has a double effect of allowing 30 days of terms and also a 3% hit from the credit card companies. I would love to have a way to turn off credit card option for customers that are term customers.
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We've asked for an enhancement where all payments options / history / requirements are turned off for anyone on terms so we don't then have to tie up our external accounts as well as Deco with payments posting. Unfortunately it never got taken up
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You can turn it off currently at quote and invoice level, just not at customer account level unfortunately.
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Niki how do you do this at the invoice level?
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Hi Micheal,
Under the payments tab, top right of section, you can edit the Customer Payment Options :)
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