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How can I create a Net Payment Policy from my Account Settings?
How can I create a Net Payment Policy from my Account Settings?

Here is how you can create Net Payment Policies in your account.

Sierra Burton avatar
Written by Sierra Burton
Updated today

Account Owners and Admin Full Users can create a Net Payment Policy from the 'Policies & Taxes' tab in their Account Settings.

Follow the steps below to get started:

  1. Navigate to your Account Settings

  2. Click the 'Policies & Taxes' tab

  3. Click 'Payment Policy' located on the left side of the tab menu

  4. Click 'Create New' located at the top right of your payment policies

5. Name the payment policy. You can use the 'Auto Generate label' feature or create your own custom name

6. Select 'After Event (Net)' from the 'Final Payment' section

7. Check the box for 'Credit Card' and/or 'ACH' if you want to pass the processing fees on to your client

8. Click 'Create Payment Policy'

You can now add this payment policy to projects or set it as the default payment policy.

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