New feature: Set Pay by Invoice as Default Payment Method

Administrators can now set Pay by Invoice as the default payment method for their organization
Release Date: 22 May 2024
Last Updated: 22 May 2024
"Set as Default" for Pay by Invoice is available to customers in the US, UK, Canada, Germany, France, Italy, and Spain.
  • What is "Set as Default" for Pay by Invoice?
    The "Set as Default" feature allows administrators to preset Pay by Invoice (PBI) as the default payment option for specific groups within their organization. When an administrator sets PBI as the default for a group, buyers who are part of that group will have this payment option automatically selected during checkout. However, buyers can still change the payment method if needed. It is important to note that if a buyer has set an individual default payment method, their individual default will override the administrator-set default.
  • How does it work? 
    1. Go to Business Settings > Billing & Shipping > Checkout Defaults
    2. Select the desired group
    3. Choose "Pay by Invoice" as the default payment method for the selected group
    4. Click "Save" to apply the changes
  • Benefits of Setting Pay by Invoice as Default:
    The  "Set as Default" feature benefits both administrators and buyers. For administrators, it provides greater control over the purchasing process and ensures that Pay by Invoice is used as the primary payment method for designated groups. This helps to maintain consistent payment practices across the organization. For buyers, setting PBI as the default payment method saves time and effort during checkout, as they no longer need to manually select a payment method at checkout and can proceed with their purchase more efficiently.


Learn more about checkout defaults.