Default Payment Method in Back Office

AJ Harper

Is there a way to change the default method from check in back office. When entering a membership payment it defaults to check and if you accidentally hit enter at anytime prior to changing the payment method it will go through as a check. Hoping to default to credit card so that at least it will error if there is no card information.

Lisa Saneda

@AJ Harper Try this:

1. Click Revenue > Batch Entry
2. Click Batch Templates
3. Click the arrow next to Membership Dues Batch > Click edit
4. Click on the Select fields and defaults tab
5. Under Selected fields, click Payment Method
6. Change the Payment method field default to Credit Card
7. Click save
   
   This should change your default for memberships even when not batching.
   

AJ Harper

@Lisa Saneda Maybe I missed something?