How To Manage Invoice Payment Settings

What this does

This guide explains the Payments settings page in Invoice.

Use it to control part payments, receipt behavior, and the manual payment methods staff can record.

Before you start

• Payment collection in Invoice still depends on the wider billing and provider setup in the Admin App.

Steps

1. Open Invoice.
2. Go to Settings > Payments.
3. Review and set:

• Allow part payments
• Offer send receipt
• Send receipts automatically
• Default receipt message

1. Review the Manual payment methods section.
2. Add, enable, relabel, or remove manual payment types as needed.
3. Click Save Payments.

Why this matters across the suite

These settings shape how staff collect and record money after the billing document is created.

If manual methods, receipt behavior, or part-payment rules are wrong, the invoice workflow becomes harder to use and harder to reconcile.

Common mistakes

• Enabling automatic receipt behavior without reviewing the actual receipt message.
• Leaving manual payment methods enabled that the business no longer wants staff to use.

What to do next

After saving, test the payment flow staff actually use and confirm the available methods and receipts match expectations.

Related guides

• Invoice: How to create or edit an invoice or estimate
• Invoice: How to manage invoice customer portal settings
• Invoice: How to manage invoice notifications