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 a record payment.
• Click Record Payment on top of the invoice’s Details page.
• Click the dropdown next to Payment Mode and select + Configure Payment Mode.

• Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.

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.

• Hover over the preferred payment mode and click Mark as Default in the pop-up that displays.

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.