Pay-It lets you set default fields on a Customer card to streamline the payment process.

Send Pay-It Receipt Email

On the Customer Card, a flag under the Payments fast tab that determines whether a Pay-It receipt is sent to the customer after a payment is made.

If the “Send Pay-It Receipt Email” toggle is set to on, then the Customer’s email under the Address section is used to send a copy of the receipt. It is possible to add multiple emails by separating them using a comma.

Defaulting Credit Cards

Customers can have their credit cards saved for future use. For detailed instructions on how to add a new bank card, refer to our guide on Saving a Card for a Customer.

To view a list of the customer’s Saved Cards, locate the Pay-It Methods page by navigating to the Customer action tab on the Customer Card, and select the Pay-It Methods action. Each Payment Method can have a default Pay-It Method. To do this, select the Pay-It Method that you want to default in the list, and use the Set as Default action.

Setting a default Pay-It Method will result in the Pay-It Method being automatically set when the corresponding Payment Method is selected on a document such as a Sales Order.