Can I set a default payment method per customer?

Yes. In the customer settings, you can choose a default payment method. It will be pre-filled on every new invoice for that customer. You can always override it on individual invoices.

How does the payment method affect e-invoicing?

The payment method determines the UNTDID 4461 type code in the ZUGFeRD/Factur-X XML. For example, bank transfer uses code 58 (SEPA Credit Transfer), credit card uses 48 (Bank Card), and PayPal uses 68 (Online Payment Service). This ensures machine-readability.

What happens when I finalize a prepaid invoice?

The invoice skips the "Open" status and is immediately marked as "Paid". You can then send it to your customer by email — the status changes to "Sent", which means both paid and delivered. This is the final state for prepaid invoices.

payment_methods_hero_title

payment_methods_hero_desc

✓ payment_methods_hero_benefit1
✓ payment_methods_hero_benefit2
✓ payment_methods_hero_benefit3
✓ payment_methods_hero_benefit4

payment_methods_supported_title

payment_methods_supported_desc

payment_methods_bank_title

Code 58

payment_methods_bank_desc

"payment_methods_bank_example"

payment_methods_cc_title

Code 48

payment_methods_cc_desc

"payment_methods_cc_example"

payment_methods_paypal_title

Code 68

payment_methods_paypal_desc

"payment_methods_paypal_example"

payment_methods_cash_title

Code 10

payment_methods_cash_desc

"payment_methods_cash_example"

payment_methods_check_title

Code 20

payment_methods_check_desc

"payment_methods_check_example"

payment_methods_other_title

Code 1

payment_methods_other_desc

"payment_methods_other_example"

payment_methods_prepaid_title

payment_methods_prepaid_desc

payment_methods_prepaid_how_title

1 payment_methods_prepaid_how_step1
2 payment_methods_prepaid_how_step2
3 payment_methods_prepaid_how_step3
4 payment_methods_prepaid_how_step4
5 payment_methods_prepaid_how_step5

payment_methods_prepaid_flow_title

payment_methods_prepaid_flow_desc

payment_methods_prepaid_regular

Draft Open Sent Paid

payment_methods_prepaid_prepaid

Draft Paid Sent

payment_methods_defaults_title

payment_methods_defaults_desc

payment_methods_zugferd_title

payment_methods_zugferd_desc

payment_methods_zugferd_table_method	payment_methods_zugferd_table_code	payment_methods_zugferd_table_standard
payment_methods_bank_title	58	SEPA Credit Transfer
payment_methods_cc_title	48	Bank Card
payment_methods_paypal_title	68	Online Payment Service
payment_methods_cash_title	10	Cash
payment_methods_check_title	20	Check
payment_methods_other_title	1	Instrument not defined

payment_methods_cta_title

payment_methods_cta_desc

payment_methods_cta_button Μάθε περισσότερα: feature_invoicing_title

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payment_methods_faq_label_zugferd

payment_methods_faq_zugferd_q

payment_methods_faq_zugferd_a

payment_methods_faq_label_prepaid

payment_methods_faq_prepaid_q

payment_methods_faq_prepaid_a