How to set the default payment method for a customer?

You may have a customer that has two payment methods (credit card and direct debit) and they want either use one as the primary payment method or change from one to the other.

To do this follow these steps:

1. Log in with your PencilPay supplier account.
2. Go to Customers. 

1. Customers -> Search for your customer.
   
   
2. In the "Actions" column click on (...) More Actions click on "Customer Settings"
   
3. In the popup you will see a section called "Payment Method", if there is more than one saved payment method you will be able to select the primary payment method by clicking on the dropdown and select as required.