Set Defaults for Credit Card Transactions

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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.

  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.