(Optional) Set Up a Payment Method as a Default Payment Method

Aptean Pay  •  Article  •  4/6/2023  •  2 min

When a sales invoice is created, the Payment Method Code field on the invoice is automatically populated with the value that is defined on the associated Customer Card page, on the Payments FastTab, in the Payment Method Code field. To have a payment method that is enabled for Aptean Pay automatically inserted on a sales invoice, specify the Payment Method Code on the Customer Card page.

To set up a payment method as a default payment method

  1. Select the Search icon , enter Customers, and then choose the related link.
    The Customers page opens.
  2. Select the bill-to customer for which you want to set up a default Payment Method Code that is enabled for Aptean Pay, and then on the action bar, choose Manage > Edit.
    The Customer Card page opens.
  3. On the Payments FastTab, in the Payment Method Code field, specify a code that is set up to use Aptean Pay.

See Also Setup