Payment methods
Choose the ways clients can pay you, the order they see them in, and the one you prefer.
When a client taps Pay on an invoice, they see a button for each way to pay you. This page sets those buttons: which ones show, in what order, and what each one says.
The order
In Settings, Payment methods, your clients see the buttons in the order of your list. Drag a row by its handle to move it. With a keyboard, focus the handle and press the Up or Down arrow. The row menu also has Move up and Move down.
Your preferred method
You can mark one method as your preferred one. Its button gets a small callout, “Our preferred method” unless you write your own words. It stays where it is in your list. It never jumps to the top. Only one method can be preferred at a time. If you turn it off, no method is preferred.
Each method’s details
Tap Edit on a method. Add one line for each detail, like Account name, BSB or PayID. Your clients get a Copy button on each line, unless you untick it. Compass can add a Reference line with the invoice number, so you know who paid. You can add a short note under the details too.
Card
Card appears once your Stripe account can take payments. Card is built in, so you can turn it off but not remove it. Its switch sets whether new invoices take cards. Its Edit holds the button name and the card fee.
Currencies
A method can show on invoices in one currency only. Pick it in the method’s Edit. Leave it on Every currency to show it on every invoice.
The preview
The preview beside your list shows what your clients see after they tap Pay. It changes as you change the list. Nothing in it can take a payment.