Setting a Customer Default Pay Code

How to set up default pay codes

The Pay Code is assigned in the Settings tab of the Customer Maintenance form. To view the CC codes, enter “C” and click the magnifying glass icon. 

Select the appropriate pay code you want to assign to that customer. Click OK, and then save the Customer Maintenance form by clicking Save. 

Change the customer’s Pay Code to “CCACH-“followed by the frequency of payment if the customer is paying by ACH. Then click Save on the Customer Maintenance form.