How do I change the default payment mode while recording payments for my invoices?

There are two methods through which you can change the default payment mode while recording payments for invoices:

1. Using the Record Payment button
2. From the Payments Received module

Using the Record Payment Button

• Go to Invoices under Sales.
• Select the invoice for which you want to record a payment.
• Click Record Payment on top of the invoice’s Details page.
• Click the dropdown next to Payment Mode and select + Configure Payment Mode.
• Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.
• Click Save.

The Default tag will move to the new payment mode.

From the Payments Received Module

• Go to Payments Received under Payments.
• Click + New on the top right corner of the page.
• Select the Customer Name and enter the Amount Received from the customer
• Click the dropdown next to Payment Mode and select + Configure Payment Mode.
• Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.
• Click Save.

The Default tag will move to the new payment mode.

Now, the selected payment mode will be the default payment mode while recording payments for invoices.

Was this document helpful?

Yes

No

Let us know where we can improve

We can wait. Take your time to draft us your question.

Umm.. where do we send the response?

By clicking Submit, you agree to our Privacy Policy.

Submit Cancel

Thank you for your feedback!