Feature Requests

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Allowed Payment Methods on Client Level or Bank Account Level

Trying to not allow clients to make retainer deposits with a credit card.

  • Alexis Wyckoff
  • Nov 22 2022
  • Already exists
How often would you use this request?

every day

  • Attach files
  • Alexis Wyckoff commented
    23 Nov, 2022 02:30pm

    Thanks, but you can't do this at a bank account level, right? For example, if I wanted to only receive ACH payments through our Trust account?

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  • Admin
    Shoaib Mehmood commented
    23 Nov, 2022 05:27am

    Under Client -> Settings, you can set the Allowed Payment Method for the Client Portal.

    Please note that this option is only available to firms that process payments through TimeSolvPay