Choose which connected payment methods new invoices offer. You can still make a different choice on one invoice.

1. Open Default Payment Options

Open Business Profiles. Select Edit beside the business you want to change, then choose Default Payment Options.

Select Edit beside the business you want to change.

2. Choose the setting

If there are no methods yet, use Add Payment Method and set up an available method for your business.

An empty Default Payment Options section directs you to Add Payment Method.

3. Choose the methods to offer

For each intended connected gateway and account, turn on Offer by Default. Review any Gateway Fees separately, then choose Save Changes.

Choose the connected account and turn on Offer by Default for the methods new invoices should offer.

4. Save and check the result

Start a new invoice, review its Payment Methods panel, and preview the customer’s choices. A connected method is not necessarily selected on an older invoice.