After adding a payment gateway to your invoices, it is possible to activate the gateway as a payment method in the customer portal from the Contacts section. In this way, you can offer the end customer that:
Cancel the payment through the Customer Portal via PayPal.
through this gateway or card, in which case the charge will be made via Stripe or Square.
To activate the gateway as a payment method , you have to:
From the navigation bar, go to Contacts .
Find the contact in the list and click on it.
The contact panel will open. Click on the More button.
In the lower left corner of your screen, access the Portal.
Activate the PayPal, Stripe or Square selectors to enable payment through those gateways. Remember that you can activate one at a time for each client.
Finally, if Bank accounts have been created, each of them can be related to the payment methods you have configured. This will allow accounting entries for payments to be automatically assigned to the corresponding bank account.
To find out how to link payment methods to your accounts, read the following article: Include payment methods to your invoices .