Disabling credit card options on estimates and invoices

In this article, you will learn how to disable credit cards as a payment option for estimates and invoices.

After signing up for Workiz Pay, credit cards will automatically be set as a payment option for all estimates and invoices in the client portal. To prevent clients from paying via credit card, you may disable this payment option on a per-estimate/invoice basis. 

1. Open the estimate or invoice you want to send 
2. Select Send
3. Under Let client pay with, uncheck the box for Credit card
   
   
4. Select Send email or Send text

Your client will still be able to access the client portal and make a payment using any other approved payment options you have enabled (e.g., bank transfer, consumer financing, etc.).

You can disable bank transfers (ACH) as a payment method using the steps above. However, due to legal requirements, consumer financing via Sunbit or Wisetack cannot be disabled for specific clients.