Can I set receipt and payment types as a default on records?

The steps below show you where to set up a default receipt and payment type, so all new records added to your database have these defaults pre-selected.

If a contact should pay or require payment by another method, it can be selected at that time.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Preferences
4. Click Default Receipt & Payment Types
5. Default Receipt & Payment Types displays. In the Default Receipt Types on New Records section, select from the dropdown menu for each Tenancy and Applicant
6. In the Default Payment Types on New Records section, select from the dropdown menu for each Tenancy, Applicant and Contractor
7. Click Close

You can override this on the individual records if needed.