IndValuersWA
Experienced Cover User
Joined 9 years ago
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Re: Receive Money Default Payment Method
Hi Steven No, I am not using the "easy add" function for new clients, based entirely on the fact that I require a full customer card set up so that these default fields are activated. For all new clients I select "New" and input their name, address, contact information, account code and check to confirm that their default is selected as bank transfer. There seems to be no distinguishable difference between the ones that are working, and the ones that aren't.1.8KViews0likes1CommentRe: Receive Money Default Payment Method
Hi, most of the time this works, however I'm finding that with some clients (doesn't seem to be any pattern as to which ones) it's still not automatically selecting Bank Transfer as the method of payment. I check that this is selected when setting up a new client card, as well as going through the Easy Setup Assistant - ensuring once selected I click "next" until all the way through. Thoughts?1.8KViews0likes3Comments