I suggest you ...

Set default payment method for customers

A lot of my business customers always pay by check, and it is inconvenient to have to manually select the check payment type when processing payments. I suggest adding the option to configure a customer to use a specific payment method by default, eliminating the extra step.

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Neal shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Neal commented  ·   ·  Flag as inappropriate

    Troy, I apologize for the tone of my last comment. It turns out that in this particular instance I was asking the wrong question. While I really think the ability to customize payment types per customer would be nice the ability to change the default payment type (if only temporarily) is a functional workaround. I had no idea that you could do this and didn't think to look at the documentation because my brain didn't think about the ability to reorder payment types as a solution.

  • AdminTroy (Founder, RepairShopr) commented  ·   ·  Flag as inappropriate

    No Neal and Rick - you don't - if 99% of your payments are Check just drag that payment method to the top of the list and it will be the default.

    This feature request is about adding a new feature to set default payment method on a per-customer basis that has 4 people supporting the idea.

  • Neal commented  ·   ·  Flag as inappropriate

    Yes Rick, you do, because repairshopr only fixes problems that are popular. So if your issue isn't a show stopper or something that bugs a ton of people prepare to be ignored.

  • Rick commented  ·   ·  Flag as inappropriate

    99% of my payments are checks. I'm new to this program, do I really have to click "check" for every payment???

  • Anonymous commented  ·   ·  Flag as inappropriate

    I like this idea a lot. Please also add a way to set the default payment type be either allowing us to change or rearrange the payment options. I go through each night and do a batch of payments. All checks, then all credit cards, then cash. Would be nice to set the default payment type to checks instead of needing to change it to that for 15 invoices. Then do the same for credit cards and cash.

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