The system default is that all payment methods are selected.
The default payment methods for new customer accounts and for invoices assigned to miscellaneous customers (i.e. customer account 0000000) may be set under module options (see the “Default Payment Method for…” module options under Customer Module Options).
When entering a repair order, sales invoice, or credit note for an existing customer account, the payment method will default to the one set up on the Billing Address/Info tab of the customer account (see Editing Customers).
The Other payment method can be renamed to another payment method (e.g. a local credit card) by setting up a custom caption (see Custom Captions). The Other payment method can also be configured when exporting payments to QuickBooks (see QuickBooks Export Options).
When entering individual or batch payments, a payment reference (e.g. cheque number, credit card number, credit note number) may be entered along with the payment method. Licensed users of version 2.3 and higher may enter payment references with only the Cheque payment method, while licensed users of version 2.4 and higher may enter references with any payment method.
See Repair Estimate Form Options for information on selecting which payment method options to provide the customer on the Repair Estimate form tear-off stub.