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 default options will be pre-selected on all future invoices created for every contact but you can change them when creating each invoice.
  • The payment options will need to be enabled in FreeAgent before you can select them on an invoice.

When you create or edit an invoice, select ‘Set default payment options’ within the ‘Payments’ section.

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Select which payment option(s) you would like to be preselected by default when creating new invoices.

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Select ‘Save’ to complete the process and the payment option(s) you selected will be automatically pre-selected for all new invoices you create from now on.

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These default payment options can be overwritten for a specific invoice by selecting a different option when creating the invoice.

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