After you add multiple types of company payment methods, you must select which payment method is the default method Kube uses at each of the company's properties when taking automatic payments when the Payments scheduled task runs. For more information, see Scheduled Tasks and Adding a company payment method.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
Payment Processing processes all ACH, credit, and debit payments, so you do not need to use third-party payment processors to accept payments in Kube. When you set up payment processing, you make decisions about how Kube processes your transactions, such as whether your organization absorbs credit card service fees or passes them on to customers.
Before you can accept ACH, credit, or debit payments, you need to both set up payment processing and add company payment methods into Kube.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
If your country does not support payment processing or the service is not enabled, you cannot add ACH, credit card, or debit card payment methods or set a default payment method. You can use cash or checks to add payments instead. For more information, see Adding a cash or check payment.
This article describes the process for setting a company's default payment method.
To set a company's default payment method
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
The Company Overview appears. Select Billing in the side menu and select the Payment Methods tab.
Use the property selector located towards the top right to switch which property you are updating the default payment method for.
NOTE: Kube uses the default payment method set for each property to process automatic payments for invoices from that property when the Payments scheduled task runs. If a default is not set per property, Kube defaults to the company's primary property's default payment method.
Locate the payment method in the data grid and click the three dot additional options button.
NOTE: If you still need to add a payment method, for more information, see Adding a company payment method.
Select Set as Default.
Kube automatically saves the changes.
TIP: The next step in the Kube customer setup process is to set whether the company's members have access to company booking units. For more information, see Selecting whether a company's members have access to company booking units.