Managing payments for clients
Payments are managed at the client level within the Services tab and the Billing Schedule tab.
Within the Billing Schedule tab, there is a Payments methods section where you can:
Add new payment methods manually
Change the payment method to be billed
Delete a payment method
Request from clients by sharing a link where they can add their own payment method
In the Services tab, you can click into a specific service to change the payment method for a single service if you wish.
Please note that if you change the payment method for a singular service, it will be invoiced separately from the other active services. Only billing items that have the same payment method and same date can be combined into a single invoice.