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How to change the payout method for an invoice? (Freelancer, Agency, & Partner) 🏦

Learn about how to change the payout method for a single invoice

Jiwon avatar
Written by Jiwon
Updated over 3 years ago

Have multiple invoices and want them to get settled via different payment methods? -- You can do it now! 😇

This work only if the invoice is not sent already.

Scenario - You have Stripe as a default payout method. Now, for an invoice, you want to get paid via bank transfer.
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If the above is similar to your scenario, follow the below steps.

  1. Go to Contract & Payment tab and click on any invoice (which is yet to send or create a new invoice)

  2. Open or create the invoice and scroll to the bottom. Click on Edit payout method

  3. You can see that Bank Transfer is the default payout method. Click on Stripe to change the payout method. Make sure to uncheck the checkbox which says Use it as default payout method if you just want to change it for this invoice.

  4. Click Save & it's done. 🎉

Set the payout method as default -

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