Set default payment options for your invoices
This article explains how to set up specific payment options to be selected by default when creating invoices in FreeAgent.
Please note:
- The payment options will need to be connected in FreeAgent before you can select them on an invoice.
- The default options will be preselected on all future invoices created for every contact but you can change them when creating each invoice.
- To take a Direct Debit payment using GoCardless, you'll need to set up a Direct Debit mandate with your customer from within FreeAgent.
- If you select GoCardless Direct Debit and another payment option as your defaults, only GoCardless Direct Debit will be selected on a new invoice for a contact with a Direct Debit mandate. If the contact doesn't have a mandate, the other option will be selected.
When you create or edit an invoice, select ‘Set default payment options’ within the 'Payments' section.
Select which payment option(s) you would like to be preselected by default when creating new invoices and select ‘Save’ to complete the process.
The payment option(s) you selected will be automatically preselected for all invoices you create from now on.
These default payment options can be changed for a specific invoice by selecting a different option when creating the invoice.