Setting 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 enabled in FreeAgent before you can select them on an invoice.
- To take payment using GoCardless, you'll need to set up a Direct Debit mandate with your customer from within FreeAgent.
- The default options will be preselected on all future invoices created for every contact but you can change them when creating each invoice.
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.
Select ‘Save’ to complete the process, and 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.