Customer Default Payment
Orla Prelorentzos avatar
Written by Orla Prelorentzos
Updated over a week ago

This article will explain how to set a default payment type for a customer.

1. Search for the customer on the New Order page, the search box or the Search page.

2. Press 'Edit' to bring up the edit pop up box

3. Use the 'Payment Type' dropdown to select the payment method of your choice and press 'Update'

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Orders placed on the customer app are queued for Invoice, and won't be auto charged by card if the customer's default payment type is ‘Pay by Invoice’

If a customer's default payment method is set to ‘Pay by invoice’ in the POS and the customer then places a Pickup and Delivery order online, it will not automatically charge the saved card on file. Instead, it will keep the customer on the invoice payment method.

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