Credit Account

Credit Account FAQ

How do I set a credit account to be my default payment method?

You can set your default invoice payment method in your Payment Management page if you are a manager.

1. Click your profile name in top right corner
2. Click on Payment Management
3. In the "Make Default" text in the Credit Account row.
4. Now the text will read "Default method"

If you have no saved payment methods, when you have an active credit account, it will automatically be added to the list of saved payment methods on your Payment Management page.

How to change your default payment method

You can set your default invoice payment method in your Payment Management page if you are a manager. You have to have atleast one valid payment method saved.

If you only have one payment method saved, you will need to first add a new payment method before changing the default payment method.

1. Click your profile name in top right corner
2. Click on Payment Management
3. Find the row of the saved payment method you wish to set as your default payment method.
3. Click the "Make Default" text in the Credit Account row.
4. Now the text will read "Default method"