Personal settings

A special section which allows to preset major invoice or subscription options.

How to preset options?

Save your preferred options by automatically setting them in the future.

Select the tool

Select the payment tool you want to add predefined parameters to: online invoicing, recurrent and subscriptions, pay in-chat, SMS or website.

Define settings

Define the form parameters that will be populated automatically when creating a new invoice or subscription. Specify whether this option should be hidden from the application’s interface or if the updates will be allowed.

Save changes

After the changes are saved, all new invoices and subscriptions will be automatically populated with saved parameters, even if their selection is no longer visible in application’s interface.