How do I change my Default Payment account? : Formitize Help Desk

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How do I change my Default Payment account? Print

Modified on: Thu, 6 Apr, 2023 at 2:52 PM

To customize your Default Payment Account in the Web Portal,

Select Settings cog from the top menu bar.
Accounts
Invoices
Scroll down to the Invoice Defaults.
Once you have selected your default settings you will select Save at the bottom of the page.

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