Now you can set default contacts on clients. Setting a default contact will automatically select that contact when sending invoices or proposals to a client. Additionally, when requesting for a payment method, you can send the request just to the default contact(s) for each client.
Soon this will allow you to bulk send invoices and proposals as well as other bulk actions in Financial Cents.
By default, all first contacts have been set as the default contacts for your clients. You also have the ability to set multiple default contacts on a client.
To either set or remove someone as the default contact, navigate to the client profile and click the three, vertical dots next to the contact.
