In the case that you may have more than one credit card on file for a customer, you have the ability to set one as the default card. When a card is set as the default, it will automatically select that card when entering an order (if they are on an automated Credit Card payment policy) or when you are receiving in a payment for that customer. It should be noted that the user will have the capability to change the card to a different one as well, by using the dropdown. Please follow these steps to set a Credit Card as a Default on an Account:
- 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 three little dots on the upper right hand corner
- Click "Set as Default"
Updated 1/29/2025