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This article explains how to configure invoices to support bank-only transfers in GHL Customer Care. This new feature provides businesses with the flexibility to offer direct bank transfers as the sole payment option, making the invoicing process simpler for businesses and clients who prefer non-card payments.

TABLE OF CONTENTS

• What are Bank-Only Transfers?
• Key Benefits of Bank-Only Transfers
• How to Set Up Bank-Only Transfers in Invoices
  • Step 1: Access the Invoices Section
  • Step 2: Create or Edit an Invoice
  • Step 3: Select Bank Transfer Payment Option
  • Step 4: Save and Send the Invoice
• Common Use Cases for Bank-Only Transfers
• Frequently Asked Questions
• Related Articles

What are Bank-Only Transfers?

The Bank-Only Transfer feature allows businesses to restrict payment options on invoices to ONLY bank transfers. By selecting this option, businesses can ensure that their clients pay exclusively via bank transfer, avoiding credit card transactions altogether.

This feature is designed to:

• Enhance customization of payment methods.
• Support businesses operating in regions or industries where bank transfers are the norm.
• Reduce transaction fees associated with card payments.

Key Benefits of Bank-Only Transfers

• Lower Costs: Avoid high processing fees associated with credit card payments.
• Business Flexibility: Cater to clients and industries that prefer or require direct bank-to-bank transactions.
• Simplified Payment Process: Streamline invoicing by focusing on a single, secure payment option.

How to Set Up Bank-Only Transfers in Invoices

Step 1: Access the Invoices Section

• Log in to your GHL Customer Care account.
• Navigate to the Invoices section from the main dashboard.

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Step 2: Create or Edit an Invoice

• To create a new invoice, click on + Create Invoice.
• To edit an existing invoice, locate it in the list and click Edit.

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Step 3: Select Bank Transfer Payment Option

• Scroll to the Payment Options section.
• Choose Bank Transfer as the exclusive payment method.

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Step 4: Save and Send the Invoice

• After configuring the payment option, click Save.
• Use the Send Invoice button to email the invoice to your client.

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Common Use Cases for Bank-Only Transfers

• Regional Needs: Businesses in areas with low credit card usage.
• Transaction Fees: Companies that are aiming to minimize transaction costs by avoiding card processing fees.
• Secure Payments: Clients requiring direct and secure bank-to-bank transactions.

Frequently Asked Questions

Q: Can I enable both card payments and bank transfers on the same invoice?
Yes and no. You would need to enable "All Valid Payment Methods", which would enable more than just card payments and bank transfers. This specific feature is designed to make bank transfers the exclusive payment option for an invoice.

Q: Does this feature require Stripe integration?
Yes, enabling bank transfers involves configuring your Stripe account to handle these payments. To learn more about setting up bank transfer capabilities, check out this help article: ACH Debit Payment Method on Invoices

Q: Is this feature available for all GHL Customer Care plans?
Yes, as long as invoicing is included in your plan.

Q: How do I track payments made via bank-only transfers?
Payments are recorded under the Invoices section, similar to other payment methods.

Related Articles

1. How to Create Invoices in GHL Customer Care
2. Manage Payment Methods Displayed with Stripe Integration
3. ACH Debit Payment Method on Invoices