How To: Default Sales Order Payment Type by Company Class

There are different payment methods available in the [ Sales Order | Payment ] tab. The payment method can be set against a Company Class in [ System Data ] for example a retail Company Class could have a default payment method of credit card and an account customer would use the payment method of account. The payment type can also be set against an individual Customer in their [ Customer | Detail | Financial ] tab.

1. Open a System Data screen (show me how).
2. Double click on [ Company | Company Classes ].
3. Press Alt+E or click  to enter edit mode.
4. Focus in the Payment Type column for the Company Class you wish to add, or change, the default payment type for.
5. Press the F4 button and select the payment method from the options.
6. Press Ctrl+S or click  to save.
   

See Also

• System Data overview