Choose the payment methods offered on a particular invoice, then check its customer preview.

1. Open Payment Methods

Open the invoice and choose Payment Methods in the editor’s right panel.

Each connected payment method has its own selection and settings.
Each connected payment method has its own selection and settings.

2. Select the methods

Enable the intended saved account for each method. Check the currency and Live or Sandbox mode. A method may be unavailable for this invoice’s balance, currency, plan, or account state.

3. Set up a missing method

Use Payment Methods in the sidebar to connect it. Review Business Profiles → Edit → Default Payment Options for choices on future documents.

4. Save and preview

Choose Actions → Save, then Preview. Confirm the correct payment choices and any method-specific fee appear before sharing.