Difference between revisions of "Change default payment method"

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''Update account default settings: [https://cloud.protemos.com/account/default-settings-update https://cloud.protemos.com/account/default-settings-update]''
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''Payment methods: [https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method]''
 
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To change the default settings, go to '''Settings=>Payment methods''':
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To change the default payment method, go to '''Settings Payment methods''':
  
[[file:Payment_methods_menu.png|border|200px]]
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[[File:Settings - payment methods+.png|border|150px]]
  
Then press '''"Change default settings"''':
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Then click '''"Change default payment method"''':
  
[[file:Payment methods change default sett.png|border|1000px]]
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[[File:Change default payment method+.png|border|1070px]]
  
It will bring you to the '''"Update account default settings"''' page where you can select the default payment method and define in how many days invoices should be paid:
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It will bring you to the '''"Update settings"''' page where you can select the default payment method and define in how many days invoices should be paid:
  
[[File:Update account default settings page new.png|border|1000px]]
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[[File:Update client portal settings+.png|border|1070px]]
  
Here you may also define the default time zone for new users, currency, default PDF page size and orientation, locale of invoices, and client invoicing manager.
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Here you may also enable or disable an ability to create projects by your clients, select a default client manager and client invoice manager.
  
For more details, please see the '''<U> [[Update account default settings]]</U>''' page.
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For more details, please see the '''<U>[[Client portal]]</U>''' page.

Latest revision as of 10:55, 6 September 2022

Payment methods: cloud.protemos.com/account-payment-method


To change the default payment method, go to Settings → Payment methods:

Settings - payment methods+.png

Then click "Change default payment method":

Change default payment method+.png

It will bring you to the "Update settings" page where you can select the default payment method and define in how many days invoices should be paid:

Update client portal settings+.png

Here you may also enable or disable an ability to create projects by your clients, select a default client manager and client invoice manager.

For more details, please see the Client portal page.