"Default Payment Method" for the Sales Pack

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  • SailReal
    Member
    • Jun 2025
    • 49

    #1

    "Default Payment Method" for the Sales Pack

    Hi all,

    Currently in the Sales Pack you can set a lot of defaults e.g. via settings like "Default Price Book", "Default Payment Terms Profile", "Default Rounding Profile".

    I think there is no way to set a "Default Payment Method", right?

    The only option is currently to set a default value in the Entity but this then would behave differently than Payment Terms etc (None defaults to a value VS the value is set by default) which I would like to avoid

    Click image for larger version  Name:	image.png Views:	0 Size:	126.4 KB ID:	127539
    Could you consider adding a "Default Payment Method"?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9998

    #2
    Hi,

    It's reasonable to set it Account > Primary Payment Method. The logic is that the document's payment method is inherited from the account. There's no reason to have a separate global default if the Account is expected to be selected always.

    Having a separate global parameter kind of complicates things.

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