Setting default payment options for your invoices on mobile
This article explains how to use the FreeAgent mobile app to set up specific payment options to be selected by default when creating invoices.
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.
Tap the '☰’ (mobile app navigation menu) button and select your business name.
Select ‘Payment solutions’ in the ‘Connections & Add-ons’ section.
Alternatively, when you’re creating a new invoice using the mobile app, select ‘Manage’ in the Payments enabled area.
The Payment solutions area is where you’ll be able to connect and manage payment solutions for your invoices.
To set default payment options for your invoices, select ‘Default invoice settings’. Please note that you’ll need to have enabled at least one payment solution to be able to set default options.
Toggle the payment option(s) you would like to set as 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 overwritten for a specific invoice by selecting a different option when creating the invoice.