Have a default pay type for a customer
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Cash customers for example should be able to default to the "Cash" or "Credit Card" pay type.
Some account customers may want to be set to "Charge Show $"
A setting in the customer record to select one of the types with the ability to override at order level.
Planned Web Portal Suggested by: Moderator • Upvoted: 27 Mar • Comments: 2
Chrissy Tremblay Merged
It would be great if you could add the "Pay Type" Default to the "Edit Customer" screen for accounts so that it will automatically set an order to show or not show pricing based on the customers preference just like it does for the "Pricing Template".
"Pay Type Default" (suggested by Chrissy Tremblay on 2023-03-27), including upvotes (1) and comments (0), was merged into this suggestion.