Default bank account

One active bank account per currency can be the default (Default for currency). The system uses it when no bank account is chosen on an invoice, and bank payment batches are paid from it. If a currency has no default and only one active bank account, that account automatically becomes the default.

To set it, open the bank account with the pencil icon, tick Default for currency and click Save. If another account was the default before, it loses that status. The default account shows a Default badge in the list.

The default bank account:

• is at the top of the bank account list in the invoice editor,
• is used on invoices created from recurring invoices and from bank statement lines,
• is the paying account for bank payment batches when the invoice has no bank account – without a default account, the batch cannot be created in that case.