Set a Preferred Payment Method
ORDER MANAGEMENT > CUSTOMER > ACCOUNTS
You can set a preferred payment method from the Saved Payments tab of a customer profile, so that the preferred payment method is selected by default when placing an order.
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No payment methods are marked as preferred by default, unless a preferred or default method is always set by the payment provider. |
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When a preferred payment method is deleted, the preferred flag is removed as well. |
Before you can set a preferred payment method, the payment method must already be stored in the Saved Payments tab.
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1.
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Double-click a customer record then click the Saved Payments tab. |
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Locate and select the payment method that you want to set as the preferred method. |
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Click  Edit. |
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Click  Expand before the scope display name to see the payment provider details. |
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Click the Preferred radio button next to the payment method that you want to set as the preferred method. |
You can have one preferred payment method per payment provider.
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6.
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Click  Save. |
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