Default Payment Type

Default Payment Type

You can now set default payment types per customer by going to Edit Customer, scrolling to the Notes box and entering one of the following:

[PAY-CASH]  = Default to Cash payment type for new quotes
[PAY-CARD]  = Default to Card payment type for new quotes
[PAY-BACS]  = Default to BACS payment type for new quotes
[PAY-ACCOUNT]  = Default to Account payment type for new quotes (only works when paired with Account Type: Account)



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