Difference between revisions of "Change default payment method"

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''Default payment method change page: [https://cloud.protemos.com/account/default-values-update/ https://cloud.protemos.com/account/default-values-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 payment method, go to '''Settings → Payment methods''':
  
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[[File:Settings - payment methods+.png|border|150px]]
  
Press "'''Change default method and terms'''" to select the default payment method and define in how many days invoices should be paid:
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Then click '''"Change default payment method"''':
  
[[File:Change Acc def val.jpg|border|700px]]
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[[File:Change default payment method+.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, vendor invoicing contact, and ability to create invoices by vendors.
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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:
  
For more details, please see the '''<U> [[Change account default values]]</U>''' page.
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[[File:Update client portal settings+.png|border|1070px]]
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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.
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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.