Manage Tradify's Card Payment Settings

Topic

You can enable and disable Card Payments at a number of differently levels in Tradify. This will allow you to use the Credit Card option when it best suits you and your customers. 

Note: Only available in the UK and AU regions currently. 

Instructions

To enable/disable card payments completely:

1. Navigate to Settings.
2. Select Payments.
3. Toggle the Accept Credit Card payments.

To enable/disable card payments for specific document themes:

1. Navigate to Settings.
2. Select Document Themes.
3. Select the Document Theme you want to update.
4. Select the Invoices tab.
5. Toggle Accept Credit Card Payments.

Note: You can also set the default for on/off on invoices from the Document Themes by toggling Credit Card Payments Defaulted on, I.e Payments are enabled on the document theme, but will be defaulted on/off on invoices for your selection 

To enable/disable card payments for individual Invoices:

1. Select the invoice you want to turn credit card payments off for.
2. Scroll down to the Credit Card Payment section.
3. Toggle Accept credit card payments on this invoice.

To enable/disable payment notification emails:

1. Navigate to Settings.
2. Select Payments.
3. Toggle Payment Notification Email.

Note: When a customer pays an invoice by card, the payment notification email is sent to every active staff member who has the Subscription & Billing permission (shown as Plan & Billing on some plans). To change who receives these emails, update this permission on each staff member. Keep in mind that this permission also lets staff manage your Tradify subscription and billing details. See Staff Permissions breakdown for more info.

Additional Information

See here for more info on Tradify Credit Card Payments: Tradify Credit Card Payments Overview