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 settings, go to '''Settings=>Payment methods''':
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To change the default payment method, go to '''Settings Payment methods''':
  
[[file:Payment methods menu.png|border|170px]]
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[[File:Settings - payment methods+.png|border|150px]]
  
Then press '''"Change default settings"''':
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Then click '''"Change default payment method"''':
  
[[file:Payment methods change default sett.png|border|1000px]]
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[[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, define in how many days invoices should be paid, set the default PDF page size, orientation, and locale for your invoices:
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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:
  
[[File:Update account default settings page new.png|border|1000px]]
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[[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.
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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.
  
For more details, please see the '''<U> [[Update account default settings]]</U>''' page.
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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.