Bravely lets you customise payment methods for individual clients — ideal if some clients prefer PayNow, others use credit cards, or you handle certain payments offline.
Client-specific settings override your default payment method settings and apply to all invoices created for that client.
Step 1: Open the Client’s Dashboard
Go to Clients and select the relevant client.
Go to Setup (left sidebar) and navigate to the Payment Info tab.
Step 2: Select Available Payment Methods
To enable BravelyPay payments, scroll to Client's Payment Methods. Toggle on the payment methods you want to make available for this client.
To include manual payment instructions, scroll to Additional Payment Methods and toggle on relevant options.
Click Save.
From now on, any new invoice created for this client will reflect these selected options — without affecting other clients.
Optional: Override on Individual Invoices
You can still customise payment options per invoice, even for clients with specific settings. This is helpful if:
A client is switching to a new method temporarily
You’re testing BravelyPay with a single invoice
Changes made on an individual invoice only apply to that invoice and won’t update the client’s saved settings.