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• Change default payment method
  ...otemos.com/account-payment-method/index cloud.protemos.com/account-payment-method]'' To change the default payment method, go to '''Settings → Payment methods''':
  800 bytes (123 words) - 11:55, 6 September 2022

Page text matches

• Vendors
  *[[Vendor view page, Payment methods tab| Payment methods tab]] [[Change vendor default settings|Change vendor settings]]
  2 KB (226 words) - 10:36, 22 December 2023
• System settings
  [[Change account owner]] '''[[Payment methods]]'''
  1 KB (174 words) - 15:50, 4 March 2024
• Import clients from Excel
  ...l'''; '''Name'''; '''Type'''; '''Default legal entity'''; '''Status'''; '''Default currency'''. ...Default legal entity''', '''Status''', '''Source''', '''Country''', and '''Default currency'''.
  9 KB (1,484 words) - 10:11, 15 April 2024
• Client view page – General info tab
  — Edit client’s default settings. ...Settings''' section, and you will open the '''<u>[[Client default settings|Change settings]]</u>''' page.
  4 KB (575 words) - 12:18, 13 October 2022
• Client default settings
  [[File:Client default settings.1.png|border|1070px]] ...where you can change your client's default legal entity, currency, payment method and terms, manager, and invoice PDF template:
  1 KB (231 words) - 11:50, 16 August 2022
• Vendor view page, General tab
  - Edit the vendor’s payment terms. ...s''' section, and you will open the '''<u>[[Change vendor default settings|Change settings]]</u>''' page:
  4 KB (659 words) - 10:18, 1 May 2023
• Vendor view page, Payment methods tab
  ..., update, disable or delete the existing ones and select a default payment method for the vendor: [[File:Payment methods tab.png|border|1070px]]
  2 KB (336 words) - 17:59, 20 October 2022
• Change vendor default settings
  ...ge where you can set your vendor's default legal entity, currency, payment method and terms, and invoice PDF template: [[File:Change vendor default settings4.png|border|1070px]]
  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
• Change default payment method
  ...otemos.com/account-payment-method/index cloud.protemos.com/account-payment-method]'' To change the default payment method, go to '''Settings → Payment methods''':
  800 bytes (123 words) - 11:55, 6 September 2022
• Frequently Asked Questions
  2. The corresponding payment method should be specified by the manager. If the payment method is not specified, you will see a notification:
  36 KB (5,950 words) - 18:44, 27 December 2023
• Enterprise edition user manual
  *'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send Don’t worry if you select something wrong. You’ll be able to change these values in the '''<U>[[System settings]]</U>'''.
  64 KB (10,245 words) - 11:21, 28 February 2023
• Freelance edition user manual
  *'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System settings|'''System settings''']]</U>.
  40 KB (6,336 words) - 12:37, 19 June 2023
• Vendor portal
  ...application manager''' — here you can define one of your managers as the default recipient of notifications when your vendors submit their applications. *'''Invoice manager''' — here you can define one of your managers as the default recipient of notifications when your vendors create invoices.
  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