The Deposit Account in the Create Customer module is populated according to Currency and will show the first selected account according to Currency.
In case there is a Default Account selected from the “Page Defaults” option, then the selected Default account will be populated irrespective of any Currency chosen for the Customer.
How does it work?
- Go to Create Customer module.
- On selecting a Canadian Dollar currency for example from the “Primary tab”, the Deposit Account selected will be the first Canadian Account from the list under the “Payments” tab.
- The same will be the case with any other Currency selected. See the screenshot below as an example.
In case when the Default Deposit Account is set from the Page defaults and the Customer’s Deposit Account is not set, the system will pick up the Default Deposit Account.
Please Note: If the Deposit account is once manually changed, it won’t get changed further on changing the Currency.