To manage payment options for invoices in your dashboard, including specifying where payments have been made, follow these steps:

1. Mark an Invoice as Paid:
• When an invoice is paid, access the specific invoice in your dashboard and mark it as "Paid."
2. Select Payment Method:
• During the payment confirmation process, you can select the payment method used by the customer.
3. Edit Account Payment Methods:
• To modify the available payment options, go to "Settings."
4. Access Advanced Settings:
• Within the Settings section, locate and click on "Advanced Settings."
5. Navigate to Account Payment Methods:
• Look for the option called "Account Payment Methods" and select it.
6. Add Payment Methods for Account Customers:
• In this section, you can add and manage each type of payment method that your account customers can use to pay their invoices. These payment methods could include credit cards, bank transfers, PayPal, etc.
7. Ensure At Least One Payment Method is Active on Your Website:
• It`s essential to have at least one active payment method integrated into your website to enable customers to complete transactions smoothly.

By following these steps, you can efficiently manage payment options for your invoices in the dashboard, and account customers can select their preferred payment method during the payment process. This enhances the overall user experience and makes the payment process convenient for your customers.

• Accepting Account Payments in the Dashboard
• Account Invoice Items
• Account Invoice Statements
• Account Payment Types
• Add Customers to “Accounts”
• Create a Members Level “Accounts”
• Editing Accounts Orders
• Enable Account checkout for the Account Customers
• Invoice Reminders
• Invoicing Account Customer Settings
• Manage Account Invoices