Bravely lets you choose the default payment methods available to your clients — so you can keep things simple and ensure payment preferences align with your practice.
You can always customise payment options per client or per invoice, but this guide shows you how to set your global defaults.
To accept card and PayNow payments directly from clients, you’ll need to have BravelyPay set up and enabled first. For instructions on how, see Setting Up BravelyPay with HitPay.
Go to Payments (top nav bar) → Setup (top right) → Configure tab
Scroll to Default BravelyPay Payment Methods. Here you’ll see all the available options based on your BravelyPay setup:
Tick the options you’d like to make available by default when generating new invoices.
To request payment manually, scroll down to Additional Payment Methods and toggle on the relevant options. You can include extra details to make sure your clients have all the information they need.
Once ready, click Save.
Your selected payment methods will now appear by default on all future invoices — making it faster and easier to bill clients consistently.
Optional: Client-Specific Overrides
If you want to adjust payment methods for a particular client (e.g. only allow PayNow or only allow cards), you can do so in the Client dashboard → Setup tab (left sidebar) → Payment Info.
Any changes made at the client level will override the default methods for that client only.