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Create the page "Change default payment method and terms" on this wiki! See also the search results found.

  • Client view page – General info tab
    — Monitor client-related projects, receivables, invoices, and payments. — Edit client’s default settings.
    4 KB (575 words) - 12:18, 13 October 2022
  • Client default settings
    Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''': [[File:Client default settings.1.png|border|1070px]]
    1 KB (231 words) - 11:50, 16 August 2022
  • Vendor view page, General tab
    - View and edit basic info about the vendor (e.g. name, address, status, VAT number, e - Enable and disable access to the vendor's account.
    4 KB (659 words) - 10:18, 1 May 2023
  • Change vendor default settings
    Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''': ...et your vendor's default legal entity, currency, payment method and terms, and invoice PDF template:
    1 KB (217 words) - 10:37, 16 August 2022
  • Payment methods
    ...om/account-payment-method/index/ http://cloud.protemos.com/account-payment-method/index]'' Go to '''Settings → Payment methods''':
    1 KB (232 words) - 12:03, 6 September 2022
  • Enterprise edition user manual
    3. Fill in all the boxes and tick the "I'm not a robot" checkbox. ...''Privacy policy''' and '''Terms of service''', mark the relevant checkbox and click the "'''Sign up'''" button:
    64 KB (10,245 words) - 11:21, 28 February 2023
  • Freelance edition user manual
    ''If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.'' ...n of the system. It will suit those who complete all the work on their own and do not pass it to other vendors.
    40 KB (6,336 words) - 12:37, 19 June 2023
  • Vendor portal
    This menu allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system. ...application manager''' — here you can define one of your managers as the default recipient of notifications when your vendors submit their applications.
    2 KB (353 words) - 11:45, 23 September 2022
  • Client portal
    ...dded by default to all your invoices unless you don't indicate a different method for a specific client or invoice. ...on payments should be made after issuing invoices. You can set a different method for an individual client.
    1 KB (217 words) - 16:52, 15 August 2022
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