If there’s one thing I love, it’s total control over payments.
I want my clients to have zero worries when they pay me. No back-and-forth emails, no “Oops, I used the wrong card!” messages—just smooth, hassle-free payments.
That’s why when I saw that HighLevel now lets you restrict invoices to bank transfers ONLY, I was all in.
No unnecessary fees. No unexpected payment issues. Just straightforward bank-to-bank transactions.
And the best part? Setting it up is super easy.
If you want to follow this guide step-by-step, here’s an interactive tutorial to guide you.
What Are Bank-Only Transfers?
HighLevel’s Bank-Only Transfers feature lets you limit invoice payments to bank transfers only—no credit cards, no PayPal, no extra fluff.
This is perfect if you:
✅ Want to avoid high processing fees from credit card payments.
✅ Work in an industry where bank transfers are the norm.
✅ Need a more secure and direct way to receive payments.
How to Set Up Bank-Only Transfers in HighLevel
Step 1: Go to Invoices
- Log in to your HighLevel account and head to Payments from the main dashboard.
Step 2: Create or Edit an Invoice
- Look for Invoices & Estimates
- Click All Invoices
- Go to Settings
Step 3: Enable Bank Transfer Payments
- Scroll to Payment Settings.
- Look for Manage default stripe payment methods for your invoices
- Select Bank Transfer as the ONLY payment method.
That’s it. No extra steps. No unnecessary clicks. Just straight-up simplicity.
Who Should Be Using This?
🔹 Businesses that deal with high-value invoices (Why pay huge credit card fees when you don’t have to?)
🔹 Companies in regions where bank transfers are the standard
🔹 Anyone who wants more control over how they get paid
Final Thoughts
If you’re tired of getting hit with processing fees and want a cleaner, more efficient way to accept payments, this is it.
HighLevel just made it super simple to streamline payments and put more cash in your pocket.
Need help setting up your HighLevel account for maximum efficiency? We’ve got you. Hit us up at 👉 www.hlprotools.com, and let’s get you optimized!