How To: Default Sales Order Payment Type by Company Class
Table Of Contents
Introduction
Payment methods control how customers are expected to pay for their orders and are available in the [ Sales Order | Payment ] tab.
You can configure a default payment method against a Company Class in [ Company | Company Classes ]. This allows different types of customers to automatically use the most appropriate payment method.
For example:
- A retail customer class may default to Credit Card.
- An account customer class may default to Account.
If required, the payment method can also be overridden for individual customers in the [ Customer | Detail | Financial ] tab.
Steps
- Open a System Data screen.
- Double-click [ Company | Company Classes ].
- Press Alt + E or click the Edit button to enter edit mode.
- Locate the Company Class you want to update.
- Click in the Payment Type column for that Company Class.
- Press F4 and select the required payment method from the list.
- Press Ctrl + S or click the Save button to save your changes.
Additional Information
- The default payment method is automatically applied when a customer is assigned to that Company Class.
- Different Company Classes can use different default payment methods to suit your business processes.
- Individual customer records can override the Company Class default payment method where required.