---
title: "Set an account payment method"
canonical: https://www.billabex.com/en/help/customer-accounts-documents/set-account-payment-method/
lang: en
alternate: https://www.billabex.com/fr/aide/comptes-clients-documents/renseigner-mode-paiement.md
updated: 2026-08-09
index: https://www.billabex.com/llms.txt
---

# Set an account payment method

<section class="help-summary" aria-labelledby="in-short"><h2 id="in-short">In short</h2><p>Each account can use <strong>Bank transfer</strong>, <strong>Direct debit</strong>, or an unspecified payment method. Billabex displays this information in lists and uses it to select the first-follow-up rule configured in settings: before the due date as a reminder, after it to allow payment processing, or the default delay.</p></section>

## Expected result

The account shows the correct payment method and its first follow-up follows the matching organization rule.

## Before you start

- Confirm the payment method agreed with the customer.
- Review each method’s delay under **Settings > General**.

## Procedure

1. Open the customer account.
2. Use the account edit action.
3. Choose **Bank transfer**, **Direct debit**, or leave the method unspecified.
4. Save, then check the value in the account header or account list.
5. Review the first follow-up date if no automatic follow-up has been sent yet.

## What Billabex does

The payment method belongs to the account and can be set even when the account comes from a connector. Billabex never infers bank transfer from missing data. The method-specific rule applies only to the first automatic follow-up; later follow-ups keep their usual cadence.

## If the result is not what you expected

- An unspecified method uses the organization’s global default delay.
- Changing the method after the first follow-up does not retroactively reschedule that action.
- A disabled rule for one method is different from a delay of zero days.