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 payment method, go to '''Settings → Payment methods''':
  
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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[[File:Settings - payment methods+.png|border|150px]]
  
[[File:Update default sett page.png|border|600px]]
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Then click '''"Change default payment method"''':
  
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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[[File:Change default payment method+.png|border|1070px]]
  
For more details, please see the '''<U> [[Update account default settings]]</U>''' page.
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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:
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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.