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