Payment Method Rules Overview

Payment method rules give you control over which payment methods are available to your clients. By setting specific criteria, you can ensure that only certain payment methods can be used for certain invoices.

This feature allows for enhanced customization, ensuring that transactions align with you and your clients preferred payment preferences.

Key Attributes

• Customizable Criteria: Define rules based on various factors such as invoice number, invoice total, and item product/service, ensuring that payment options align with specific transaction details.
  
  

• Client-Specific Customization: Tailor payment method options based on individual customer profiles, enabling a personalized and relevant payment experience that meets your clients' unique needs.
  
  

• Dynamic Payment Eligibility: Automatically adjust available payment methods in real-time, based on changing rule criteria, to ensure the most suitable payment options are always presented to your clients.

Frequently Asked Questions

Question	Answer
My customer authorized Auto Pay on a payment method and I added a payment method rule. Will Auto Pay run?	Not necessarily—the invoice also has to be tagged to Auto Pay. This is accomplished by creating an Auto Pay rule, click here to learn more.
My client has 3 credit cards on their account. They want to ensure they only have the option to manually pay particular invoices with certain payment methods. Can I accomplish that using this feature?	Yes! By adding a payment method rule, you can present certain payment methods to your clients. Illustration Below:
My client wants to Auto Pay certain invoices with certain payment methods. Can I accomplish that using this feature?	Yes! If an invoice qualifies for Auto Pay and the payment method rule criteria is met, auto pay will run using that particular payment method.
My client has 3 payment methods. I added payment method rules for each one. What happens if an invoice is Auto Pay eligible but does not meet any of the rules on the payment methods?	If none of the payment method rules are met, Auto Pay will not run as we cannot determine which payment method to use.
My client has 3 payment methods. I want to enable Auto Pay for all three. Why can’t I toggle Auto Pay for each payment method?	This is expected behavior. Auto Pay can only be enabled for one payment method at a time. However, by adding a payment method rule to another method, you are authorizing it for Auto Pay as well.
How do I add payment method rules?	Click here to learn more!