Set Payment Methods as Default

Use the Payment Methods for Sales Invoices submodule to set payment methods as default.

To use the Payment Methods for Sales Invoices submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To set a payment method as default:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the payment method that you want to set as default.
3. In the left pane of the Settings screen, click Company Settings > Payment Methods for Sales Invoices.
4. Highlight the payment method that you want to set as default and select the Default check box.
5. If you want to remove a payment method as default, unselect the Default check box.