Selecting a default customer payment method

You can select a payment method as default for a customer.

1. Log on to Sterling™ Call Center. The Home page opens.
2. Search for a customer. The Customer Details screen opens.
3. In the Related Tasks panel, click Manage Business or Manage Consumer as applicable. The Manage Business or Manage Consumer screen opens accordingly.
4. Click the Payment Methods tab.
   The existing payment methods, if any are shown.
5. Click Make Default corresponding to a payment method. The payment method is made default for the customer.
6. Click Confirm. The Customer Details screen opens.