Release: Mar 12, 2018

New Invoice Defaults added for Payment Accounts and Tax Types
Two default options have been added to the Invoice Settings under the heading “Invoice Defaults”.

1. Default Payment Account

When taking invoice payments, the Payment Account will present all different bank account options. In order to speed this process up, you can now select the default Payment Account that will appear so that you don’t need to select the desired account each time. The other accounts will remain available to select from the dropdown, your selection will just appear by default. To Customize these settings Settings>CRM Settings>Invoices>Invoice Defaults

2. Default Tax Type
You can also set your default Tax Type for all invoices with the option to select alternative options via the dropdown for individual invoices. Once set in the Default Options, all Invoices will default to the selected choice.