Chasing overdue invoices can slow down your workflow and strain client relationships. With MediaOS, you can reduce this friction by enabling the Require Payment on File setting.
Enabling Require Payment on File #
Turning on the Require Payment on File feature ensures that clients provide a payment method—either a credit card or bank account—before signing their contract. If a payment becomes past due, you’ll have the ability to charge the method on file without additional back-and-forth.
Video Guide #
Written Guide #
To activate this setting, click your profile picture in the bottom-left corner of the screen and select System Settings. From the menu, choose General Settings.
Scroll down—or use the search bar—to locate the Sales section. Within that section, find the option labeled Require Payment on File and click the toggle to turn it on. Once activated, the toggle will appear green.
With this setting enabled, MediaOS will prompt your clients to enter a valid payment method before they can submit their signature. This ensures you’re covered from the start of every engagement.
Tip: Combine this setting with a payment plan to fully automate your collections and reduce manual follow-ups.
