How can I disable direct transfer as a payment option?

You can choose to disable direct transfers for your entire account, or for individual invoices. 


How do I disable the direct transfer option?

On individual Invoices/Estimates, after enabling in Settings:

  1. Open the document you wish to accept ACH payments on
  2. Toggle ON or OFF the ACH payment option

How do I turn off direct transfer for a particular document?

  1. Open the document and scroll down to the payment options
  2. Toggle off ACH direct transfers

How do I turn off direct transfers completely?

  1. Open the side navigation menu
  2. Go to Settings
  3. Select Client Payment Options
  4. Select Direct Transfers, and toggle the option to OFF



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