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Hello,

I can't figure out exactly what the checkbox "Use Default Payment Method for Installments" under Customers, details, tab payment - payment method is for. Does anyone know?

Thank you in advance

Hi @jaroslava_porcalova,

Hope you already referred to help text and if not plz refer below screen preview.

If we enable this field, it will update the default payment method in invoice installment plan. Please refer below 2 screen previews in customer invoice installment plan. 

When we enable the field

 

When we disable the field

Hope this helps


Hello Samila,

Thank you for the message. I'm dealing with this check box in IFS Cloud, but I'm afraid it's not working correctly for me. Whether the check box is checked or not, the information regarding the payment method remains the same.

Jaroslava


Hi 

I just tested IFS Cloud 24.  If you follow Samila instructions - for the customer set up, a new instant invoice will have the default payment method. 

 Old II before the customer change still has no payment method. 

 


Hi Thomas,

thank for your answer.

I hoped to see default Payment method before saving Posting Lines. 

The customer's default Payment method is added only after saving the instant invoice with the Posting Lines. 

It´s OK? 


yes, it would be OK.


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