You can record which payment methods a customer prefers to use. This sets the default methods offered on any new invoice for that customer.
Step 1: Open the customer
From the sidebar, click Customers and click the customer's row.
Step 2: Tick preferred payment methods
Under Preferred payment methods, tick Interac e-Transfer if this customer will pay you by Interac.
The methods you tick appear as pre-selected options when you create the next invoice for this customer.
Step 3: Save
Click Save changes.
Note. Preferred methods are a suggestion, not a lock. When you create an invoice, you can still choose different methods for that specific invoice.
