Difference between revisions of "Set Defaults for Credit Card Transactions"

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(Created page with "#Click '''Setup''' in the left-hand menu. #Click '''Billing Options and Settings'''. #Open the '''Appearance''' area. #Select the desired default Payment Methods for Credit Ca...")
 
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Most online credit card and bank draft transactions will automatically record the payment in the database. If you'd like to change some of those default settings you can follow these instructions.
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#Click '''Setup''' in the left-hand menu.
 
#Click '''Setup''' in the left-hand menu.
 
#Click '''Billing Options and Settings'''.
 
#Click '''Billing Options and Settings'''.

Latest revision as of 12:26, 5 July 2016

Most online credit card and bank draft transactions will automatically record the payment in the database. If you'd like to change some of those default settings you can follow these instructions.

  1. Click Setup in the left-hand menu.
  2. Click Billing Options and Settings.
  3. Open the Appearance area.
  4. Select the desired default Payment Methods for Credit Card and Cash payments.
  5. Click Save.