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How to Select Default Payment in Buy
How to Select Default Payment in Buy

Set default payment on purchase order.

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

The following setup focused to create a Default payment option on the Buy menu (Now/Later Payment) menu. If your purchase transaction wants the default setup as Later, this can make it easier for you when inputting invoices, you don't need to switch Payment (Now/Later) for each transaction. For detailed setup steps you can check the following article.

Step 1. Go to Setup, Click More Menu, then Select Module

Setup Module Configuration

Step 2. Go to Buy Tab, Set Default Payment, then Click Save

How to Select Default Payment in Buy - Default Payment Setup

Step 3. Make Purchase Transaction to View the Result

If this setup has been done according to the method above, then when you make a Pay it will immediately display the Later option. So you don't need to manually change the payment from Now to Later.

How to Select Default Payment in Buy - Setup Result

You might also like to read this article :

  • If you want to apply the purchase method with 2 steps of verification, you can do it at DealPOS by configuring the setup, you can check the detailed explanation in this article : How to Activate Approval when using Buy (2 steps)

  • If you want to make a Purchase Return, you can read the article here : Purchase Return

  • If you just added a new outlet but can't make a purchase, it's probably that you didn't set the Enable Buy setting to Yes when you did so. You'll need to do some setup for that, and you can find a thorough explanation in the following article : How to Enable Buy Menu in New Outlets


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