Moderator

Payments

Hello @lmancini220,

 

Every account used in a transaction such as receive payment is based on the last one you've created. Let's turn on the automation to accomplish this.

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Accounts and Settings.
  3. Select Advanced.
  4. On the Automation section, select the Pencil icon.
  5. Toggle Pre-fill forms with previously entered content to turn it on.
  6. Select Save.
  7. Click Done.

In addition, here's an article you can read to learn more about the steps: How to use auto-recall to pre-fill transactions?

 

Lastly, you can also browse for the content of this helpful article in creating a document showing all your customer's transactions: Create and view customer statements.

 

If there's anything else that I can help you with, please let me know in the comments. Stay safe!