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  1. New invoicing | Payment - Ability to set a default account

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    4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    abde miller commented  · 

    Adding the ability to set a default bank account in the new invoicing payment screen would greatly improve efficiency, as users currently have to manually enter or search through the entire chart of accounts each time, whereas the old invoicing system automatically displayed bank accounts for quick selection; restoring this functionality would reduce errors, save time, and create a smoother user experience, similar to how websites with clear defaults and navigation—such as https://subwaymenuonline.com/—make
    it easy for users to find what they need without unnecessary extra steps.