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#1 Nov 5/2009 7:29 am

icmi
New Member
Registered: Nov 5/2009
Posts: 3

Paypal Default Payment?

Hi there,

When I go to enter a payment, is there any way to set that drop down menu of payment type to be on Paypal?  95% of our payments are done through paypal and it defaults to Check.  Just curious if we have a way to not change that every time we enter a payment.  If we got a payment a day it wouldn't be a big deal but we get several every day and it tends to be a pain in the rump after a while. smile  Thanks!!

Stacey

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#2 Nov 5/2009 9:23 am

Fresh Randy
Fresh Vids
From: Toronto
Registered: Aug 21/2008
Posts: 1018
Website

Re: Paypal Default Payment?

Hey there Stacey,

unfortunately there is no default setting for our drop down menus. sad The drop-down menus are currently organized for the overall popularity of those options (overall meaning all FreshBooks users). Sorry about that.

Maybe future iterations of the FreshBooks user interface will have more customizable options but for now, the default is currently the first item on the list ('check').


===
Randy - I'm here to help!
vimeo.com/freshbooks

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#3 Nov 5/2009 9:53 am

Fresh Tim
Ace Support Rockstar
Registered: Jun 23/2009
Posts: 254
Website

Re: Paypal Default Payment?

Hey Stacey,

Unfortunately, there's currently no way to set the default option for the drop down menu. That said, are your client transferring money to your PayPal account? If so, you can actually set up your PalPal right in FreshBooks by going to "Settings" --> "Online Payment".

This way, FreshBooks will automatically log payments for you, and your client can pay you right on the invoice screen.

Hope this helps! Let me know if this option works out for you.


---
Fresh Tim
Support Rockstar @ Freshbooks
1-866-303-6061

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#4 Nov 5/2009 9:54 am

icmi
New Member
Registered: Nov 5/2009
Posts: 3

Re: Paypal Default Payment?

Alrighty, thanks Randy!

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#5 Nov 5/2009 9:55 am

icmi
New Member
Registered: Nov 5/2009
Posts: 3

Re: Paypal Default Payment?

Tim,

It's the ones that have old paypal subscriptions from back before our Freshbooks days.  They don't register in Freshbooks so I have to manually enter those.
Stacey

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#6 Nov 5/2009 9:57 am

Fresh Randy
Fresh Vids
From: Toronto
Registered: Aug 21/2008
Posts: 1018
Website

Re: Paypal Default Payment?

Hey no problem Stacey.


===
Randy - I'm here to help!
vimeo.com/freshbooks

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