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1. Click Customers > Select Customer > Click the "Three Dot Menu" on the Payment Method2. Click "Set as default"
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How To: Set a Default Payment Method for a Customer

Edited

Setting a default payment method allows you to choose which payment method will be billed when creating contracts and subscriptions, and selecting "Automatically charge a payment method on file."

1. Click Customers > Select Customer > Click the "Three Dot Menu" on the Payment Method

2. Click "Set as default"

 

  1. When payment methods for contracts and subscriptions are set to "Automatically charge a payment method on file", the card set as "Default" will be charged.

 

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