Admin users have the ability to set default payment methods by company for new customers.

***Please note that this option only affects new customers synced over. Customers that are already in the system will not have this option available.***
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Setting a Default Payment Method

• Navigate to "Admin > Master Files> Company"

• On the desired company, select "Edit"

• Users can set the default payment by selecting the "Cust Online Pmt Option" drop down.

From there, users will have the option to choose between the following:

• None

• ACH Only

• Credit Card/ ACH

• Credit Card only (as of May 2022)

Click "Update" to save the changes

The next time a new customer access the online portal, their payment option will be set based off the chosen parameters of that company. 

Click here to learn how to mass update the existing customers to the desired payment method