There are multiple locations to select/change a payment method for a bill.


Accounts Page:

  • Select the Accounts Page
  • Select a billing account from the Accounts list 
  • Click on the Payment Settings tab
  • Select a payment method from the Payment Method drop-down
  • Designate the specific payment method account using the Pay From and Account Number drop-downs
  • Click on Save Changes


Dashboard Page:

  • Select the Dashboard Page 
  • Click on the "Link Bills" button on the Cash Flow chart
  • Designate which of your Bank or Credit Card accounts you use to pay your bills
  • Click on Save


Your due bills will show against the designated payment accounts on the Cash Flow.