Preferred billing gateway

[dwork]

I see "gatewayid" in the client file, but I seem to be overlooking the panel where I can select the default payment gateway when I set up a client. I have four payment gateways activated.

 

Also, I need to set up 3 types of billing runs: clients who get mailed invoices (some don't have email addressess), clients who get emailed invoices, and clients who pay by credit card. I'm having some trouble understanding how that might work with WHMCS.

[Excel]

Under the Product/Service tab for each client (you can only set payment preferences on a per-product basis), you can set their preferred Payment Method from a drop down menu.

 

If you want clients to be able to select their default gateway themselves on a per-product basis, see the contribution at http://forum.whmcs.com/showpost.php?p=147760&postcount=19

 

As for your second question, every client would be emailed invoices regardless of their payment method. You can customize the invoice email template to add parameters that only show a certain message depending on the payment method they have on their product (e.g. special instructions for those who use mail-in check, etc.)