You are 100% in control of what offline payments you accept for your business. These payment options, when enabled, are available to your customers when you send estimates and invoices from the CRM.
To Enable Offline Payment Options:
Log into the CRM
From the Menu, choose Payments
Choose Offline Payment Settings
Review offline payment options, to enable any option click the the toggle so it turns green and says Enabled
Add payment instructions as needed (these will show on the invoice payment screen)
Payment instructions should include information such ACH/Wire routing and account numbers, who to make a check out to, your Zelle/Venmo payment info
To Disable Offline Payment Options:
Log into the CRM
From the Menu, choose Payments
Choose Offline Payment Settings
Review offline payment options, to disable any option click the the toggle so it turns red and says Disabled
The disabled options will no longer show up as payment options for estimates or invoices sent to customers via the CRM