Set payment method for an invoice?

Hosted • invoicing.co | v5
1

Is it possible to set a specific payment method for an invoice / client?

For example, I want Client A to be able and pay with bank transfer / credit card / debit card and client B to pay using only bank transfer?

I am aware of the limits we can set for different methods, but it does not really fulfill my needs.

2

Hi,

It’s possible at the client level, here are the steps:

  • Create two payment gateways for the same gateway with different payment methods enabled
  • Edit the client’s settings to remove the gateway containing the payment method they shouldn’t use
  • Edit the company settings to remove the gateway containing the payment method other clients shouldn’t use

Note: since you’ll have the same gateway twice I suggest using the label field on the gateway settings tab to give each record a different name. You may want to consider configuring this at the group level if it will apply to more than one client.

3

Can you elaborate on this?

4

Clients have a ‘Settings’ option, once you click it it will enable you edit the company settings for a specific client.

5

Can it create a conflict within the gateway, being the same gateway?

6

So, I am able to add a 2nd instance for Stripe Connect, but I am unable to complete the setup for the 2nd instance, when attempting to do it I face the following message:
image

When I set a client to pay using the new instance, there is an error for gateway not configured. There are red warning triangles next to the new instance as I can not complete the configuration.

7

@david can you please advise?

8

You can try manually specifying the Stripe API key for the second Stripe gateway, instead of using the OAuth connect login.
Settings>Payment Settings>Setup Stripe> close / go back and edit it, set your API keys under Credentials. Name this gateway something else (Settings>Label).

9

image
image1282×440 15.2 KB

This is the only option under credentials, when I click on gateway setup, I face the ‘already configured’ message above.

10

@david should we consider adding a clone option for payment gateways or is there another solution?

11

ah you’re right, Stripe gateway in the hosted version requires the Stripe Connect OAuth.

12

@hillel

Perhaps we should consider removing the restriction of creating 2 x stripe gateways?

13

@david sounds good to me.

14

@hillel @david , will you let me know when there is a resolution?

15

@jordan1

The work around until we implement this is to archive the first gateway. (create the second) and the restore the first one.

16

Ok, I would rather not tamper with the working payment gateway.