idea: Add payment details to Settings page as a default option

[TreyWW]

How big is this feature?

Small

Describe the problem

At the moment you need to add bank details manually to every invoice, it would be nice to have a "Global defaults" section in Settings, and one of the options be bank details which auto-fill for invoices

Describe a possible solution

No response

[vatsaaaal]

Hey @TreyWW,

I wanted to explore this feature, and I have a few options in mind that I'd like to get your thoughts on:

1. Add a "Save as Default" Button: We could place this in the "Step 4 - Bank Details" section on the Create Invoice page (the image below). This would allow users to save their entered details as the default with a single click.
   
2. Allow Multiple Defaults: If we want to offer more flexibility, we could add a "Save Details" button along with a dropdown menu in the same section. This way, users could save multiple defaults and select from their list of saved options.
3. Use a Modal: Instead of adding buttons directly to the page, we could show a modal after the user clicks the "Create Invoice" button. This modal could ask them if they'd like to save the entered details as a default before they proceed with submission.

Let me know your thoughts on these options or if you have any other ideas in mind.

[TreyWW]

Hey @vatsaaaal amazing ideas! That's great user experience and will make new comers have an easy time setting up.

We can talk more about the implementation if you'd like, im on holiday for another week though so apologies if I can't provide much helpful advice. I'll try and respond in the evenings though. Feel free to free to just DM me on discord at any point.

Thanks again for the interest, this could be a great feature