Payment methods are the bank account details or payment links included at the bottom of every chase reminder. Without a payment method, your clients receive reminders but may not know how to actually send you money.
Go to Settings > Payment Methods to add your bank account (sort code and account number), a Wise or PayPal link, or any other payment instructions. You can add multiple methods and set a default.
When creating a bill, you can override the default payment method with a specific one — useful if a particular client prefers to pay via a different method. The payment details are rendered in the chase message body automatically.
Payment Methods
Payment methods are the bank account or payment link details included in reminders so clients know how to pay. You must select a payment method before you can track a bill — if you have saved methods but none is selected, pick one from the list. You can add a new method from this screen without leaving the form.
Payment methods are the bank account details or payment links included at the bottom of every chase reminder. Without a payment method, your clients receive reminders but may not know how to actually send you money.
Go to Settings > Payment Methods to add your bank account (sort code and account number), a Wise or PayPal link, or any other payment instructions. You can add multiple methods and set a default.
When creating a bill, you can override the default payment method with a specific one — useful if a particular client prefers to pay via a different method. The payment details are rendered in the chase message body automatically.
Payment Methods
Payment methods are the bank account or payment link details included in reminders so clients know how to pay. You must select a payment method before you can track a bill — if you have saved methods but none is selected, pick one from the list. You can add a new method from this screen without leaving the form.