Saturday, April 27, 2019

Set a Default Account to a specific Payment Method (e.g. VISA)

To automatically enter Cash Sales with the a certain Payment Method and have the Payment deposit into a default account (e.g. Checking), please use the following procedures:

  1. Navigate to Setup > Accounting > Accounting Lists.
  2. Change Type filter at the bottom to 'Payment Method'.
  3. Click Edit next to the Payment Method (e.g. VISA).
  4. Tick 'Deposit To' radio button and select the preferred Account.

This will ensure any new Cash Sales entered with the cash Payment Method are automatically deposited into the preferred account (e.g. Checking Account.)



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