[Account Owner] Determining the Payment Method a Client Used to Pay

Need to know whether a client paid a one-time or subscription invoice via ACH or with a credit card? As soon as the charge is made you can view the payment method used! 

Here's how:

1. Navigate to Invoices > View Details for a one-time invoice, or for subscriptions go to Subscriptions > View Subscription > Payments > View Details.

2. View the line item titled Payment Method. 

If the client paid with a checking or brokerage account, it will read  ACH. If they paid with a credit or debit card, it will read Credit Card.

📍 Read more: Payment Processing and Payout Times

Did you know?

You can also see the payment method used for an invoice on your Transfers screen and in your transaction reports! 

1. On the Transfers > Credit Card & ACH > Transactions screen:

2. On the Transaction export:

Payments made via ACH are labeled with the Transaction Type of "payment," while payments made with a credit/debit card are labeled as "charge."