Overview
Payment method customization allows you to move beyond "all or nothing" online payments. You can now select specific payment methods (like ACH only or Credit Card only) based on the client, the matter, or to reduce processing fees—all while keeping the convenience of online payments enabled.
⚠️ Beta Feature Notice
Payment Method Customization is currently in a limited Beta phase. We are continuously improving this feature to provide more flexibility in how your firm collects payments.
Limited Availability: This feature is currently being rolled out and is not available to all customers at this time. If you do not see these options in your account, they may be coming to your firm in a future update.
Current Scope: Customization is applied per invoice, batch, or funds request. System-wide defaults for specific clients or matters are not yet available.
🛠 How to Customize Payment Methods
You can adjust these settings whenever you create an individual invoice, send batch bills, or request funds.
Enable Online Payments: Ensure the global setting is toggled on.
Select Deposit Account: Choose the specific bank account for the funds.
Filter Options: Under "Payment Options," simply uncheck the methods you do not want to offer for that specific request.
Figure 1: Individual invoice
Figure 2: Request funds
Figure 3: Batch Billing Setup
Don't see Pay Later? If you aren't set up with Pay Later yet, contact [email protected] to activate it for your account.
👁️ The Client Experience
Clients will only see the options you have "checked." For example, if you only support ACH/eCheck for a specific high-value invoice:
The checkout page will only display the ACH field.
Credit Card and Pay Later options will be automatically hidden.
❓ Frequently Asked Questions
Question | Answer |
What if a client has multiple open payables? | They must use a payment method that is supported across all selected payables. |
Can I set defaults per client or case? | Not at this time. Customization is currently handled per invoice, batch, or funds request. |