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Help/Bills/Managing Payment Methods

Managing Payment Methods

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.

Related tips

Payment Methods

Payment methods are the bank account or payment link details included in chase reminders so clients know how to pay. You can set a default method and override it per bill.

Help/Bills/Managing Payment Methods

Managing Payment Methods

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.

Related tips

Payment Methods

Payment methods are the bank account or payment link details included in chase reminders so clients know how to pay. You can set a default method and override it per bill.

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