API Overview

Introduction & Getting Started
- Customers
- Accessing Customers
- Key Benefits

Working with Customers
- About the Customer List
- Searching for Customers
- Sorting the Customer List
- Adjusting Pagination
- Adding a New Customer
- About the Customer Details Page
- Opening Customer Details
- About Quick Actions
- Deleting a Customer Profile from the List

Managing Customer Information
- Editing Customer Details
- About Payment Methods
  - Adding a Payment Method
  - Editing a Payment Method
  - Setting a Default Payment Method
  - Deleting a Payment Method
- About Shipping Addresses
  - Adding a Shipping Address
  - Setting a Default Shipping Address
  - Editing Shipping Addresses
  - Deleting a Shipping Address
- Best Practices for Data Management

Customer Actions & Workflows
- Taking a Payment
- Creating a Subscription
- Deleting a Customer Profile
- Common Workflows

On This Page

Setting a Default Payment Method

How to set a default payment method for a customer.

Setting a default payment method automatically selects it for all transactions.

To set a default payment method:

Open the customer's details page.

In the Payment methods section, click the three-dot menu next to the payment method.

Select

Set as default

.

RESULT

The payment method is now marked as default and will be automatically selected for transactions.

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