Setting a Default Payment Method

The default payment method is the one already filled in for you when you go to pay an invoice or place a new order. If you usually pay with the same card or account, set it as the default so you don't have to pick it every time, and as a default for invoice payment auto-charges.

• You need the billing, admin, or owner role on your organization. If you don't see the three-dot menu on a payment method tile, ask your team owner to grant the role.

• You need at least two saved payment methods for this to be useful - there has to be something else to switch to. If you only have one, it's already the default. See adding a payment method if you'd like to add another.

1. In the sidebar on the left, find the billing dropdown and click it. Then select payment settings.

2. Scroll down (if you need to) to the Payment Methods card. Your saved methods appear as tiles arranged left-to-right in a horizontal carousel. If there are more methods than fit on screen, you can scroll the carousel sideways.

1. Look across the tiles for the one with a Default badge above it. That's the method currently being used first.

2. Note which method you'd rather have as the default - it could be a different card, a PayPal account, or any other saved method.

1. On the tile of the method you want to make the new default, find the three-dot icon (⋮) in the top-right corner of the tile.

2. Click the three-dot icon. A small menu opens with three items:

   1. Rename: change the label
   2. Set As Default: Promote this method
   3. Remove: delete this method (only enabled for non-default methods)

1. Click Set as default. The menu closes.
2. The Default badge moves to this tile. The tile that used to be the default no longer has the badge.

That's it - the change is immediate. There's no confirmation dialog and nothing to save.

• The next time you open the Pay Invoice modal, this method will be pre-selected for you. You can still pick a different method on the spot - the default is just the starting choice.
• The new default is also the one Direct Debit or ACH retries will use if a recurring invoice fails on a future attempt.
• The method that used to be the default is no longer protected - you can now remove it if you want.