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.
- Open a System Data screen .
- Double click on
[ Company | Company Classes ].
- Press to enter edit mode. + or click
- Focus in the Payment Type column for the Company Class you wish to add, or change, the default payment type for.
- Press the button and select the payment method from the options.
- Press to save.