WorkBook

Set Payment Methods as Default

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to set payment methods as defaults.

To use Payment Methods for Sales Invoices in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To set a payment method as default:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the payment method that you want to set as a default.
  3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
  4. Highlight the payment method that you want to set as a default and select the Default check box.
  5. To remove a payment method from being a default, deselect the Default check box.