Make ACH Payment Method Default

2 votes

On the "Change / Add Payment Method" screen (after clicking on add / change payment method button, the default is current credit card. If the client clicks on the drop down, then it shows the option for ACH. We want to push clients toward ACH transactions as the merchant fees are significantly less. We need a way to either have ACH be the first option globally OR a way to set a preference on our account.

Existing Feature Suggested by: Bryan P (18 Dec, '20) • Upvoted: 24 Dec, '20 • Comments: 2

Comments: 2

22 Dec, '20
Jared King Admin
Good news! This is already a feature. You can set the "Order" field on the ACH payment method to make it appear first in your payment options.
14 Feb, '23
Nikolas Sellers
What's the process? --- Client has a active recurring monthly invoice, The client is looking to change his monthly invoice to a different Credit Card. What are the steps to accomplish this? Thank you!!