Block customers from using credit card payments

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Michael Fox

• 2022年03月08日 16:07

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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  Richard Mattinson

  • 2022年03月10日 10:14

  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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  Niki Merrett

  • 2022年03月24日 00:01

  You can turn it off currently at quote and invoice level, just not at customer account level unfortunately.

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  Michael Fox

  • 2022年04月14日 15:11

  Niki how do you do this at the invoice level?

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  Niki Merrett

  • 2022年04月18日 21:29

  Hi Micheal, 

  Under the payments tab, top right of section, you can edit the Customer Payment Options :)

  

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