Difference between revisions of "Change default payment method"

From Protemos Wiki
Jump to: navigation, search
Line 5: Line 5:
 
[[file:Payment_methods_menu.png|border|150px]]
 
[[file:Payment_methods_menu.png|border|150px]]
  
Then press '''"Change default settings"''':
+
Then click '''"Change default payment method"''':
  
[[file:Payment methods change default sett.png|border|1000px]]
+
[[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:
+
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]]
+
[[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.
+
Here you may also select a default client manager, client invoice manager, and allow your clients to create projects.
  
 
For more details, please see the '''<U> [[Update account default settings]]</U>''' page.
 
For more details, please see the '''<U> [[Update account default settings]]</U>''' page.

Revision as of 15:09, 1 September 2022

Update account default settings: https://cloud.protemos.com/account/default-settings-update


To change the default settings, go to Settings=>Payment methods:

150px

Then click "Change default payment method":

1070px

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 select a default client manager, client invoice manager, and allow your clients to create projects.

For more details, please see the Update account default settings page.