When we select a customer in sales, the method of payment is automatically defined.

This is done if we have chosen a payment method on the respective document or on the selected customer or generally with the following priority:

  1. If a payment method has been specified in the document, it is selected
  2. otherwise if it is set on the customer tab,then that is selected
  3. and finally, if it is not defined in any of the above, the general payment method that we have defined in the settings is selected


Priority of payment method when issuing a document