A connected provider must also be selected and eligible for the customer’s document.
1. Check the invoice
Open the invoice and its Payment Methods panel. Check the saved account is selected, then save the document.
2. Check the connection
Open Payment Methods in the sidebar. Review the intended account, connected status, and Live or Sandbox mode.
3. Review business defaults
Open Business Profiles → Edit → Default Payment Options for the same business. Defaults affect new documents; check the current invoice separately.
4. Check eligibility
Review currency, remaining balance, plan, and the message shown beside the action. Some payment flows require a saved eligible customer email. Use the customer’s real address; do not substitute a fake address.
5. Preview again
Save and open the customer preview. If the method remains missing, contact Human Support with the document number and provider name, without sharing keys or secrets.