How To: Change Default Payment
You can set a default payment type for a customer record in Khaos Control. This payment type will be used as the default option when creating new transactions for that customer.
Changing the default payment type only affects future transactions and does not update existing sales orders.
Change the Default Payment Type
- Open a Customer screen (show me how).
- Load the required customer record.
- Enter edit mode by:
- Pressing Alt + E, or
- Clicking the Edit button.
- Open the [ Detail | Financial ] tab.
- Select the required payment method from the Pay Type drop-down list.
- Save the record by:
- Pressing Ctrl + S, or
- Clicking the Save button.
Important Information
Changing the default payment type does not retrospectively update any existing sales orders.
Any outstanding or previously created sales orders will retain the payment type that was assigned when they were created.
Only new transactions created after the change will use the updated default payment type.
Additional Information
- The default payment type is stored against the customer record.
- Updating the payment type can help streamline order entry by automatically selecting the preferred payment method.
- Existing transactions and historical records are unaffected by this change.