Any way to default the Undeposited Funds radio button (where present) to TRUE by default? I know I could do it with a Workflow. Just seems odd it's not a preference, except apparently if you use certain functions of SuiteBilling. There's probably some 12 year old enhancement request for it to be a user preference, which seems like it would make sense.

In my experience it always defaults to undeposited funds until you set a payment method

Interesting. Definitely not happening in our account. No payment method selected and it still defaults to a random cash account. I went in and double-checked and there are no scripts/workflows running on this record. Wonder why the behavior is different.

Is the radio button for account checked and the account selected in the account field by default?

Is the radio button for account checked and the account selected in the account field by default?

Yup.

Also check to see if payment method is blank

It is, but this is actually on a Customer Deposit if that makes a difference. I realize I didn't say that, though I assumed-maybe incorrectly-that the behavior of the Undep Funds would be the same on a Customer Deposit and Customer Payment. Either way, this is an "unattached" Customer Deposit, meaning I just went directly to it from the NS menu. No payment method coming up when I select a customer.

what is your Default Payment Account under Accounting > Accounting Preferences > Items/Transactions? Make it blank (scroll all the way up) and you should get your Undeposited by default

ah I think that was the issue. thanks @Karina!

this is almost opposite issue for me every time LOL