Customize Accepted Payment Methods
Search: Configure card and ACH payment methods for payment schedules and individual payments.
Summary
You can control whether clients can pay by credit card, ACH, or both at the payment schedule level. Individual payments inherit these settings by default, but you can override them for specific payments when needed.
Instructions
Open the event and go to the Details tab.
Scroll to the Payments section and click Configure Settings.
Ensure Enable Web Payments is turned on.
Under Accepted Methods, choose which payment methods to accept.
Enable Card Payments to allow credit card payments.
Enable ACH Payments to allow ACH payments.
Keep at least one payment method enabled. If you disable one option, the other must remain enabled.
Note that ACH is only available if it has been enabled for your workspace.
To manage workspace-wide payment methods, go to Workspace Settings > Integrations > Payments.
To customize an individual payment, click Edit Schedule to open the payment schedule.
By default, each payment inherits the payment schedule's accepted payment methods.
Select Override for a payment to customize its accepted methods.
Enable or disable Card and ACH independently for that specific payment.
Use overrides when you want different payment methods for different installments, such as accepting a credit card for an initial retainer while requiring ACH for a larger final payment.