Customize "Paid By" options in Receipts

1

Thanks for offering this free program. I was using Quickbooks for 15 years but am happy to have found Manager.IO.

I’m always looking for a way to minimize the number of key strokes to complete basic tasks. In the Receipts tab, Paid By, the first preset option is “Other”, which is a bit annoying because I don’t need “Other”. I need Customer. So every time I need to enter a receipt, that’s two additional mouse clicks to change it to “Customer”.

Is there a way to either delete the unwanted fields, or change their order so that Customer is the default choice?

thanks!

2

Go to Receipts Tab and then at the bottom of the page click Form Defaults.

2 Likes
3

Awesome. Thank you Shahabb!