Some users prefer a specific payment method as the default, such as recurring cash payments.
To streamline sales operations and ensure a particular method is used automatically, you can set a default payment method for each user in "Edara".
Steps to Set the Default Payment Method in Sales Orders
Go to Settings.
Select “Module Settings”.
Choose the Sales Module.
Check the box to set the “Default Payment for specific users”.
Select the user.
Choose the payment method for the user, either Cash or On Account.
Click “Save”.
And the End Result will be as shown:
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.