Set up the Default Payment Method

 

Payment methods refers to the way by which your customer chooses to pay for the order. This could be:

  1. Bank Transfer
  2. Paypal
  3. Credit Card
  4. Cash 

When you are setting up your Tradegecko account you should also set up a default payment method. This will be reflected on your Sales Order invoices. You can always assign the payment method on an invoice or assign a particular customer with a payment method via Relationships.

To set your default payment method first go into the Setting sections of your app.

On the left hand side of the page you will see a dropdown box, “Payment Method”. Click it.

Select the payment method to be used as the default. If you are unsure, select the method by which most of your transactions are payed for.

Click Save and you’re done!

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