Our customer suggested that the Billing Classification on a transaction, should update the Terms of Payment and Method of Payment so it is picked up on the payment run. Currently, if the customer record says method of payment DD, then all transactions will default to Direct Debit unless manually overridden

Needs Votes



A customer may have direct debits set up for certain processes, but would not necessarily have them for every transaction, so I think a flag on the customer form, to specify which billing classification relates to which method of payment, would be helpful

Category: Cash and bank management