📝 Overview
Your payment settings decide which payment methods customers can use by default. Sometimes you'll want to make an exception for one customer, and you can override those defaults on their individual profile without changing the options for everyone else.
This guide explains how to override a customer's payment methods, and how to see which customers you've set overrides for.
🧠 Example:
You run a UK business and collect recurring membership payments by Direct Debit, but a customer joins from abroad who doesn't have a UK bank account yet. You can allow card payments on their account only. The same works for a long-standing customer or friend you're happy to let pay cash.
💳 How to Override a Customer's Payment Methods
You set the override from the individual customer's profile, where you can choose which payment methods they're allowed to use. This affects only that customer.
Head over to Customers ➜ Customer List, and click on the customer you're making this change to.
Go to their Payments tab, and then click on Edit, to the right of Payment Methods.
You will see a section per available Payment Method, and it will also display which purchase types that payment method is enabled for by default.
💡 To check your default payment methods first, go to Settings ➜ Collect Payments.
You can tick the purchase types you'd like this customer to be able to make under each payment method, and click Save for the changes to take effect immediately.
💡 This also allows you to prevent a customer from using a specific payment method that is otherwise enabled by default.
For example, if your business accepts cash payments but a particular customer has failed to pay or has abused this payment method, you can prevent them from making cash payments by unticking all purchase types in the Cash section.
🔍 How to See Which Customers Have Overrides
You can check which customers you've overridden a payment method for by going to Settings ➜ Collect Payments, and under each payment method you'll see how many customers it has been overridden for.
Click that number to see the list of customers that override is for.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Does overriding a payment method affect my other customers?
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No. An override applies only to the individual customer you set it for. Everyone else continues to use the default payment methods from your payment settings.
How do I see which customers have an override?
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Go to Settings ➜ Collect Payments. Under each payment method, you'll see how many customers it has been overridden for, and clicking that number shows you the list of names.
How do I change the payment methods for everyone, not just one customer?
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Your default payment methods for all customers are set under Settings ➜ Collect Payments. Overrides are only for making exceptions on individual customer profiles.