Add cash and bank transfer
complete
C
Caterina Abbrescia
It would be great to be able to add a manual payment via cash or bank transfer without sending an invoice.
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J
Justin Cartwright
Does this mean that it is now possible for a customer to make an order from am order form and choose cash as the option for payment?
S
Sales & Marketing
complete
This should be possible using the terms and notes at the bottom and Record payment option while sending an invoice
N
Nyle Rigor
Sales & Marketing kindly record on how to implement this. I attached a sample from one of your Gravity forms.
C
Caterina Abbrescia
Sales & Marketing But currently you cannot record a payment without actually sending a invoice and payment confirmation, can you?
A
Andrea Magrin
Sales & Marketing I saw that you have done the implementation, I'm using it for the bank transfer.
It would be great to be able to send an email with a summary of the orinde and the data where to make the transfer. How is it possible to do this now if the client pays with these alternative methods?
Thank you
S
Sales & Marketing
under review
B
Bahaa Hamam
very very good
R
Ramp CRM
Very much a needed feature - if we could add bank details to the bottom of an invoice so clients can make direct payments that would be great. We work with high-ticket projects that we bill directly, not through Stripe but would love to have the invoices inside GHL. We could manually mark as 'paid' once the money has been received which could then trigger subsequent automations as if done via Stripe.
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Nyle Rigor | Agora Gallery
We badly need this feature as we deal with higher ticket services and majority of our customers prefer bank transfer to skip the cc fees.