Interac e-Transfer requests allow Canadian clients to pay you directly from their online banking portal. This guide explains the specific organization and customer settings required to enable Interac e-Transfer on your invoices.
1. Check your organization settings
Interac e-Transfer must be turned on at the organizational level before it can be selected during invoice creation.
- How to check: Go to Organization Settings under your account name on the top right and review your enabled payment methods.
- Activation: Ensure the toggle for Interac e-Transfer is switched on. If disabled, the option will appear grayed out or unavailable when setting up clients or building invoices.
2. Verify client contact details
Interac Money Requests require specific routing credentials to deliver payment requests securely through online banking.
- Required information: Your client's profile in your directory must include at least one valid contact method:
- A valid Email Address, OR
- A valid Phone Number
- How to fix: If Interac e-Transfer cannot be selected, edit the client's record in your Customer Directory to ensure their email or phone number is present, save the profile, and return to your draft invoice.
