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NSC | How to make Payment Option Mandatory

edited Aug 21, 2025 12:52AM in Accounting / ERP

Scenario

The user enabled the Payment Instruments feature due to a mandatory action required for an account upgrade. Upon enabling this feature, some fields are hidden, and others are replaced.

Before enabling the feature, the Payment Method field was Mandatory on their account setup. After enabling the Payment Instruments feature, the Payment Method field is replaced by Payment Option, which is no longer Mandatory. However, the user wants to make the Payment Option field mandatory as part of their account setup and process.

Solution

To set the Payment Option field to Mandatory, follow the steps below:

  1. Navigate to Transactions > Sales

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