Disable "Add a Credit Card" Prompt | Voters

Disable "Add a Credit Card" Prompt

Sage Chevins

It seems that each time a customer goes to their settings, they are prompted with a popup to add a credit card. This is annoying for customers, especially those that don't want to load a credit card. There should be an option to disable this.

October 23, 2024

Chris Fricke

Yes we need to be able to disable this. My clients get the popup every time they login, even when they already have ACH setup.

Chris Sweeney

Agreed, if a payment method is present, it should not nag to add one. Almost all of our clients pay via ACH.

David Szpunar

There should be a per-client way to disable the pop-up prompt; clients should be able to sign in to view their payment history or invoices without being prompted to add a payment method, but I'm fine with it being a default prompt if they don't have one (unless they choose to stop seeing it), as long as they are prompted equally to enter a credit card OR bank account, or nudged towards bank account ideally (maybe as the default?). Maybe a checkbox on the page that says "don't remind me to enter a payment method next time" or something, so people can self-quiet, after they've seen the prompt at least once?

Wes Ashley

@Sage Chevins Payors with no payment method added are prompted to add a payment method. They can add either a credit card or bank account!

Wes Ashley It is very annoying that the default suggested method is credit card. I get its another income stream for you, but the main reason I switched to FlexPoint is so me and my clients can avoid CC fees with ACH.