Set Selected Payment Methods as Default

To use the Payment methods for Sales submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To set a selected payment method as default:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Company Settings > Payment Methods for Sales.
  3. Highlight the payment method you want to set as default and then select the Default checkbox.
  4. If you want to remove a payment method as default, unselect the Default checkbox.