Changing the default account group view

You can select any of your account groups to use as the default view for billing tasks such as viewing an invoicemaking payments, or viewing payment history. You can change which account group you use as the default view and, if necessary, change your default view back to viewing all accounts rather than a select group. You can also change which accounts are part of the account group.

To change the default account group view:

  1. Click the  icon.
  1. Do one of the following:

    • To change the default account group, select the radio button next to the account group you want to make the default, then click MAKE DEFAULT.

    • To have your default view display all accounts, click the All Accounts (Default) option, then click MAKE DEFAULT.

  1. Click DONE.
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