Internal: Payment Methods

Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below.

This section allows you to select which Payment Methods are globally accepted in the portal.

  • Credit Card
  • Bank  Account (ACH/EFT)

Disabling a form of payment will hide any preexisting credit cards or bank accounts on file. Clients will not be able to see or select them for payment or updating uses.

Any preexisting AutoPay rules will still continue to function, even if the payment method option is turned off.

Payment Adjustment

Please contact support if you would like details on how to turn on the invoice % adjustment feature.