Kaizen – Default Payment Method on Customers & Sales Orders

Default Payment Method on Customers & Sales Orders

Gain complete control and accuracy over customer payment handling—automatically capture and apply each customer’s default Cash or Bank journal without adding extra steps to your sales workflow. At order creation, sales teams are guided by pre-set, customer-specific payment methods, eliminating guesswork and manual selection errors. Built-in consistency ensures every Sales Order flows into accounting with the correct journal, while managers benefit from standardized, cleaner financial records. Whether managing hundreds of repeat customers or operating across multiple branches, you get faster order entry, reduced reconciliation errors, and reliable data that keeps both sales and finance aligned. Perfect for high-volume trading, distribution, and services businesses where speed and accuracy are critical.