Difference between revisions of "Change default payment method"

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''Default payment method change page: [http://cloud.protemos.com/account/change-default/ http://cloud.protemos.com/account/change-default]''
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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 the "'''Change default method and terms'''" button 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 account default settings page.jpg|border|500px]]
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[[File:Change default payment method+.png|border|1070px]]
  
Here you may also define the default currency, VAT for clients' and vendors' invoices, PDF page size and vendor invoicing contact.
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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> [[Account default settings change]]</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 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.