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How to default Receipt Method in Receivables — Cloud Customer Connect
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How to default Receipt Method in Receivables

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edited Jan 30, 2019 4:31PM in Receivables & Collections 3 comments

Summary

Need the system to populate automatically the receipt method by default when creating the receivable transaction.

Content

Hi,

I understand that, while creating a Receivable Transaction, the Enter Transaction UI shows the Receipt Method attribute after you Complete the transaction (click on Complete button). Then you can go to Show More-->Payment tab and locate that field. However, the application shows me that field in blank. Is there any possibility to make the system populate that field automatically?

Thanks,

Diego.

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