It is not possible to change the payment type of an invoice after it has been created.
In situations where the invoice type is not suitable, the best option is to create a new invoice of the proper type and send this to the client. However, if you have direct payments enabled you can easily duplicate your invoice and change the payment method in this process.
In situations where you have provided a supplier invoice but need one or more of those payments processed, you can choose to process that payment from the payment schedule of the invoice, and the money will be added to the trip or group's Funds balance. You can learn more about Funds here.
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2 comments
This is bananas. I’ve been trying to get help with this for a week. So I’m doing a smart proposal with the suppliers invoice which supposedly I can collect cc info without them really being charged , correct?
But every time I try and move forward, it insist I need to increase my fee because I’m losing money. I don’t want a fee. Why is this when it’s not being charged I’m just collecting their credit card information. I need to send them this information today please .
Hi Veronica,
Happy Friday! I see that you've sent one support request today for this topic, but I'm not seeing others over the week. I just sent you a response for your ticket today! If you've sent more requests in and have a ticket number under "My requests" for these, could you please share them with me so I can see if we missed them? You can get to "My requests" from the link next to your name when logged into our Help Center!
At this time, Pay on Smart Proposal can only utilize Direct Invoices, as the Trip Funds feature is required for Pay on Smart Proposal. Please see the ticket response I sent over recently for more information regarding your markup question! Â
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