Difference between revisions of "Change default payment method"

From Protemos Wiki
Jump to: navigation, search
 
(One intermediate revision by the same user not shown)
Line 3: Line 3:
 
To change the default payment method, go to '''Settings → Payment methods''':
 
To change the default payment method, go to '''Settings → Payment methods''':
  
[[file:Payment_methods_menu.png|border|150px]]
+
[[File:Settings - payment methods+.png|border|150px]]
  
 
Then click '''"Change default payment method"''':
 
Then click '''"Change default payment method"''':

Latest revision as of 11:55, 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.