Payment Settings
Payment settings let you configure which payment methods are pre-selected when recording payments.
Accessing settings
Section titled “Accessing settings”Go to Company Settings → Payment Settings.
Settings
Section titled “Settings”Default payment method
Section titled “Default payment method”The payment method that’s automatically selected when recording a regular payment. This saves time if most payments use the same method (e.g., cash or card terminal).
Default downpayment method
Section titled “Default downpayment method”A separate default for recording deposit/downpayment payments. Useful if deposits are typically paid differently than regular payments (e.g., bank transfer for deposits, cash for final payments).
Editing
Section titled “Editing”Tap the edit button to change the defaults. Select from your configured payment methods.
Performance
Section titled “Performance”Default payment methods are cached locally and loaded synchronously when the payment sheet opens, ensuring the correct method is pre-selected without any loading delay.