You can override the default payment method on a per-client basis. If a particular client always pays via bank transfer while your default is PayPal, set their preferred method on their client profile and it will be used automatically for all their bills.
Client notes are also a useful place to record anything relevant to chasing — for example, "always needs a purchase order number" or "primary contact is Sarah, not the accounts email". These notes are visible to you only and are never included in chase messages.
Payment Methods
Payment methods are the bank account or payment link details included in reminders so clients know how to pay. You must select a payment method before you can track a bill — if you have saved methods but none is selected, pick one from the list. You can add a new method from this screen without leaving the form.
You can override the default payment method on a per-client basis. If a particular client always pays via bank transfer while your default is PayPal, set their preferred method on their client profile and it will be used automatically for all their bills.
Client notes are also a useful place to record anything relevant to chasing — for example, "always needs a purchase order number" or "primary contact is Sarah, not the accounts email". These notes are visible to you only and are never included in chase messages.
Payment Methods
Payment methods are the bank account or payment link details included in reminders so clients know how to pay. You must select a payment method before you can track a bill — if you have saved methods but none is selected, pick one from the list. You can add a new method from this screen without leaving the form.