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Invoices: Payment Methods
Invoices: Payment Methods
Dec Norton avatar
Written by Dec Norton
Updated over a week ago

You may wish to track the expected payment method for invoices; we provide a set of default methods for you to select.

Once the invoice has been generated, you can select Payment Method in the details section at the top of the invoice screen. Click Save to update the payment method.

Excel export

The Payment Method will be included in a column in the Invoice Run Summary excel export.

Buyers: default payment

If a buyer consistently pays using the same method, you may associate a Default Payment Method.

First, open the buyer's record (select People from the main navigation, and then Buyers, search/select the buyer from the list).

In the Buyer tab of their record, select the Default Payment Method and then Save.

For every invoice that is generated for the buyer, the Payment Method will be filled using the selected Default Payment Method.

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