Setting a default payment method for a customer ensures a seamless payment process and eliminates the need to select a payment type for every order manually.
How to Set a Customer's Default Payment Method
Follow these steps to assign a default payment type:
Find the Customer: Search for the customer on the New Order page, Search box, or Search page.
Edit the Customer Profile: Click the Edit (pencil) icon next to the customer's details.
Set Default Payment Method:
In the pop-up window, locate the Payment Type dropdown.
Select the desired default payment method.
Click Update to save the changes.
Important Notes
1. Orders placed via the Customer App
If a customer's default payment method is set to Pay by Invoice, online orders placed through the Customer App will not be auto-charged to a saved card.
These orders will be queued for Invoice Payment, meaning the customer will need to complete the payment manually.
2. Pickup & Delivery Orders
If a customer has Pay by Invoice set as their default payment method, their Pickup and Delivery orders will also follow this method, even if they have a saved card on file.
3. Store Default Payment Method
If the Payment Type is left as Default, the order will use the store's default payment method.
The store’s default payment type can be adjusted in Settings → Admin → Payments & Finances → Default Payment Method.
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