Where is Payment Method Pulled for Commerical vs Residential Accounts?

Where is Payment Method Pulled for Commerical vs Residential Accounts?

Where is payment information pulled from?

Answer:
Payment method storage in WorkHorse depend on whether the account is commercial or residential:

  • Commercial Accounts / Sites:

    • Payment information is stored at the company level.

    • This means all invoices for that company use the company’s saved payment method.

    • Ideal for businesses with multiple invoices or recurring payments.

  • Residential Accounts / Sites:

    • Payment information is stored at the contact level.

    • Each resident’s invoices use the contact’s saved payment method.

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