If a customer has multiple credit cards on file, you can designate one as the default card. This default card will be automatically selected when processing an order (if the customer is set to an automated credit card payment policy) or when receiving a payment on their account. For customers not on an automated payment policy, you can easily select a different card from the dropdown menu if needed. To set a credit card as the default for an account, please follow these steps:
- Go to Customer's Account
- Scroll Down to the Credit Card Section
- Find the Credit Card you would like to set as the default
- Click the Ellipsis (three little dots on the upper right hand corner)
- Click "Set as Default"
Last Updated At: 1/27/2025