Set an account payment method

In short

Each account can use Bank transfer, Direct debit, 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.

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.