Default Payment Settings

After you have set up your bank accounts under Setup > Bank Accounts, you can set which account each payment method (Cash, Cheque, EFTPOS, Online) automatically defaults to.

This affects both the individual invoice payment screen and the Payments > Receive Payments screen so that when you select the payment method on those screens it will automatically fill in the bank account you have specified in preferences.

How to set up default payment settings

  1. From the main menu strip at the top, go to Setup > Preferences > Default Payment settings.
  2. Select the payment method.
  3. Select the default account for the payment type via the dropdown to the right.
  4. Click Save Changes to apply settings.

In addition, there is a "Don’t default payment amounts" checkbox just above "Save Changes" that will prevent payment amount fields from auto populating with the total amount outstanding.

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