Edit capabilities using the dashboard

Account capabilities can be managed directly through the dashboard. To do this, navigate to the account details tab. Below, you can see an example of the dashboard interface where these options are available:

Accounts details in getpaid dashboard

Edit default buyer notifications for receive_invoices

You can update the default buyer notifications for the receive_invoices capability by pressing the Update button, entering the email values, and submitting them.

Edit receive_invoices in getpaid dashboard

Edit payment instruments for issue_invoices

Similar like receive_invoices, issue_invoices also allows editing default seller notifications. Additionally, other functionalities, such as payment instruments.

Edit issue_invoices in getpaid dashboard

Create payment instrument

In addition to allowing the configuration of payment instruments for issue_invoices, if the desired payment instrument is not in the list, it can be created by starting to fill in the designated field and clicking the 'Create ...' button that will appear.

Once clicked, a new form opens for creating the payment instrument. After completion, the form redirects back to the previous one with the newly created payment instrument assigned.

Create payment instrument in getpaid dashboard