Within your CRM, you have total control over the payment options you want to offer customers per project. As long as your payment settings are configured correctly and enabled (support can assist with that!), you can determine what payment options you would like to offer for each invoice.
Log into your account From the menu, choose Invoices
Open a draft invoice to the edit page or create a new invoice
Under Available Manual Payment Options, select the options you want to offer by clicking the gray box until it is green
Under Other Manual Payment Options, select the options you want to offer by clicking the gray box until it is green
If options are not set up, click the yellow Fix This box if you want to offer that option
Complete filling out the invoice and click either the Send Invoice button or the < back button to return to your invoices
The customer will receive the invoice and choose their payment method
Customer View:
