How to Override/Change Service Provider Payment Method in Portfolio

Learn how to override or update the payment method across an entire portfolio to streamline payments for all associated Service Providers.

On your Latchel dashboard, click Places, then on the dropdown select Portfolios.

From the portfolio page either select a portfolio on the list below or search the portfolio that you need to edit.

Override Service Provider Payment Method

On the portfolio page that you need to edit, go to the Payments tab.

Under the Payment Settings section, click Override under Service Provider Payment Method.

Then on the pop-up window, select the payment option that you want to use.

And click Submit.

Change Service Provider Payment Method

On the portfolio page that you need to edit, go to the Payments tab.

Under the Payment Settings section, click the ellipsis icon for Service Provider Payment Method and then select Change Payment Method.

Then on the pop-up window, select the payment option that you want to use.

And click Submit.