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IndValuersWA's avatar
IndValuersWA
Experienced Cover User
6 years ago

Receive Money Default Payment Method

Hi, 99% of our clients pay by bank transfer.  I'm looking for a way to set this up as the default option when in "Receive Money" without having to make that selection each time I set up a customer card.  Thanks. 

  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi IndValuersWA 


    The default Payment Method for a Receive Payments or Receive Money transaction is pulled from the selected customer's card. This can be set on a card via Card File>>Card Lists>>Selecting the desired customer's card>>Payment Details>>Payment Method.

     

    When you create a customer card the system will populate that Payment Method from the Setup>>Easy Setup Assistant>>Sales>>5: Payment Information - Payment Method. Note: if you are changing values in an Easy Setup Assistant do ensure that you select Next until you get the Conclusion Step before closing the window, this will ensure that the changes are saved.

     

    In your case, if you are wanting to use a default payment method for all your customer cards, you would be looking at updating the individual cards manually, which will correct transactions for those cards going forward. You would also want to update the Easy Sales Setup Assistant with the desired payment method so that any new cards will have that default payment.

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago

    Hi IndValuersWA 


    The default Payment Method for a Receive Payments or Receive Money transaction is pulled from the selected customer's card. This can be set on a card via Card File>>Card Lists>>Selecting the desired customer's card>>Payment Details>>Payment Method.

     

    When you create a customer card the system will populate that Payment Method from the Setup>>Easy Setup Assistant>>Sales>>5: Payment Information - Payment Method. Note: if you are changing values in an Easy Setup Assistant do ensure that you select Next until you get the Conclusion Step before closing the window, this will ensure that the changes are saved.

     

    In your case, if you are wanting to use a default payment method for all your customer cards, you would be looking at updating the individual cards manually, which will correct transactions for those cards going forward. You would also want to update the Easy Sales Setup Assistant with the desired payment method so that any new cards will have that default payment.

    • IndValuersWA's avatar
      IndValuersWA
      Experienced Cover User
      5 years ago

      Hi, most of the time this works, however I'm finding that with some clients (doesn't seem to be any pattern as to which ones) it's still not automatically selecting Bank Transfer as the method of payment.  I check that this is selected when setting up a new client card, as well as going through the Easy Setup Assistant - ensuring once selected I click "next" until all the way through.  Thoughts?

      • Steven_M's avatar
        Steven_M
        Former Staff
        5 years ago

        Hi IndValuersWA 

         

        For those customer's that are not working as intended, how are they are being added to the company file? I would assume that you are using the Easy Add function from the card selection list. By doing that it only adds in the barest minimum to the card (the name), it will not populate information from the Easy Setup Assistant such as the layout or the payment method.  These would need to be selected after the card has been created, if required, via the Card File window.

         

        Alternatively, selecting the New function from the customer card selection list and selecting the relevant tabs should populate that information from the Easy Setup Assistant. You would need then select the card from the list again in the transaction window after generating the card.

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