You can choose to disable bank transfers for your entire account, or for individual invoices.
How do I disable the bank transfer option?
On individual Invoices/Estimates, after enabling in Settings:
- Open the document you wish to accept ACH payments on
- Toggle ON or OFF the ACH payment option
How do I turn off bank transfer for a particular document?
- Open the document and scroll down to the payment options
- Toggle off ACH bank transfers
How do I turn off bank transfers completely?
- Open the side navigation menu
- Go to Settings
- Select Client Payment Options
- Select Bank Transfers, and toggle the option to OFF