Remoly Invoicing offers payment preferences and invoice settings to help manage payments and billing. This guide shows you how to set them up for easier account management.
How to Set Up Payment Preferences
Setting up your payment preferences is an essential step for managing your Remoly Invoicing account. By selecting your preferred payment method and updating your billing information, you can make payments quickly and efficiently. Here’s how to get started:
Log in to your Remoly Invoicing account (create an account if you don’t have one).
Navigate to the Payment Preferences section under Settings or Billing.
Choose your preferred payment method from the available options.
Enter your billing details (such as credit card number and address) and double-check for accuracy.
Click Save or Update to confirm and apply your payment preferences.
How to Set Up Global Payment Preferences
If you conduct international business, managing your global payment preferences is crucial. Remoly Invoicing makes it easy to set up global payment preferences for handling international transactions. Here’s how you can configure them:
Log in to your Remoly Invoicing account and go to the Settings tab.
Click on the Global Payment Preferences tab located on the left side.
Choose your preferred currency for international transactions.
Set the exchange rates for each supported currency if necessary.
Click Save to update your global payment preferences and start managing international transactions seamlessly.