Allowed and default payment types

When editing a client's details, you'll be able to define:

• The payment types allowed for that client
• The payment type that the system will automatically default to when creating an order or completing a delivery

In the client editing screen, you'll find these choices:

How does it work?

When completing a sale or a delivery, the payment type selection feature will show only the options you've chosen for this client.

Also:

• If the client has a default payment type specified, it will be selected automatically
• The user won't be able to choose a payment type that is not allowed for the client

Example

If a client only has Cash as their allowed payment type:

• When completing a sale or a delivery, the payment type selector will ONLY show cash as an option
• This payment type will be selected automatically, as it's the only option

This helps maintain consistency in your operation, as well as avoid mistakes when completing orders and deliveries.

Remember that if you have any questions, you can always reach out to the support chat for assistance 😎

Updated on: 06/16/2026