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Save yourself time and set up payment method defaults πŸ’Έ

ImprovementΒ·
Martha HearnMartha Hearn

  1. Set your payment method defaults in the Company Settings page on the Payaca webapp.
  2. These payment method settings will be applied by default whenever you create a proposal or an invoice.
  3. You can still override the default payment method settings on individual proposals or invoices if you need to.

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