payments

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 Sales in the left sidebar and click Invoices.
  • 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.
Click 'Configure Payment Mode' from the Payment Mode dropdown
  • Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.
Click 'Mark as Default' next to the preferred payment mode

The Default tag will move to the new payment mode.

  • Click Save.

From the Payments Received Module

  • Go to Sales in the left sidebar and click Payments Received.
  • Click + New on the top right corner of the page.
  • On the Record Payment 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.
Click 'Configure Payment Mode' from the Payment Mode dropdown
  • Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.
Click 'Mark as Default' next to the preferred payment mode

The Default tag will move to the new payment mode.

  • Click Save.

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


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