How To: Change Default Payment

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Click on the [ Detail | Financial ] tab.
  5. Select the new default payment type from the 'Pay Type' drop-down list.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the record.

Note: this will not retrospectively change the type against any outstanding sales orders.

See Also


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