Choose the default payment method

From the client area, in Billing > Pending payments > Preferences > Default payment method, you can set the method that will appear initially on new proforma invoices.

New proforma invoices will use this preference when the method is available for that payment.

This does not mean the proforma invoice is paid automatically. Card, Bizum, PayPal and bank transfer require you to go to the client area and make the payment. Direct debits are handled separately through the mandate and the bank account assigned to each service.

Click Save preferences. The selection applies to new proforma invoices when they meet the method's conditions; review the ones already created separately.

If you have an active direct debit, the screen shows Payment method: direct debit instead of the selector. To exclude a service from automatic collection or change its bank account, use its billing section and check whether it has a charge already in progress.