Introduction
This article demonstrates how to set the Preferred Payment Provider per customer.
Customer Preference
On the Customer Card, use Payments > Preferred Payment Provider to choose Stripe, GoCardless, or no preference.
When a user selects or changes the bill-to customer on a sales order or sales invoice, TAPP copies that customer’s preference into the document’s Payment Provider field. The user can change the provider on the document if needed. After successful Stripe customer onboarding, it may also ask whether to set Stripe as the customer’s preferred provider.