New invoicing | Payment - Ability to set a default account
Please have a default bank account in the add payment function. Have to manually enter the number or search for the bank account through your whole chart of accounts. Old invoicing had bank accounts automatically in this box.
Jacqueline TRIMBLE
shared this idea
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
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umlex matlex
commented
To improve the new invoicing and payment system, it would be helpful to have the option to set a default bank account in the “Add Payment” function, as currently users must manually enter the account number or search through the entire chart of accounts. In the old invoicing system, bank accounts were automatically populated in this field, saving time and reducing errors. Adding a default account feature would streamline payments and make the workflow more efficient—similar to how a clear, easy-to-navigate menu helps customers quickly find their favorite items, as seen on Starbucks Menu Prices Canada https://starbucksmenupricescanada.com/
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Geoff Wickett
commented
I would appreciate this feature too.
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Daniel Harcombe
commented
Have the ability to set a default bank account for e-invoicing for clients to pay into
When an e-invoice is sent, it asks for the bank account to show on the invoice which takes time & there is a risk of selecting the wrong bank account.