--- title: Payment Methods (Xero) slug: citizens/payment-methods-xero description: Learn how to import payment information manually into FISPAN Sync with this comprehensive guide. Find step-by-step instructions to access the Payment Method page and benefit from a helpful screenshot illustration for easy reference. icon: {"faIcon":"fa-solid fa-credit-card"} docTags: GAkfyFvfFF-4ib3RkiQ33 createdAt: 2023-07-05T23:16:35.830Z --- Get started managing your vendor payment information. This guide will walk you through accessing the Vendors page in FISPAN Sync, setting default payment methods, and leveraging existing data imported from Xero. :::::WorkflowBlock :::WorkflowBlockItem ### Navigate to the Vendors Page From anywhere in FISPAN Sync, you can navigate to the Vendors page. Click on** Vendors** in the navigation bar. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Q16bRsWb9LpogHb38N0BF_screenshot-2024-11-15-at-13801-pm.png" size="78" width="800" height="66" position="center" caption="Select the Eye Icon" darkWidth="800" darkHeight="66" showCaption="true"} The Vendors page enables you to manage payment information for each vendor. Click on the vendor you would like to manage by hovering over the vendor and selecting the **Eye** icon. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Q16bRsWb9LpogHb38N0BF_screenshot-2024-11-15-at-13801-pm.png" size="78" width="800" height="66" position="center" caption="Select the Eye Icon" darkWidth="800" darkHeight="66" showCaption="true"} The Payment Method pop-up will appear which allows you to add and store three different types of data: Bank Accounts, Addresses and Email Groups. ::: ::::WorkflowBlockItem ### Storing Vendor Information in Xero If you have any bank account, addresses or emails stored in Xero, they will be imported automatically. They are not editable in FISPAN Sync. These accounts are indicated by the ERP icon next to the label. ::Image[]{src="https://api.archbee.com/api/optimize/wgPPAaie2RM-EkMwivi-P-MbvviBmFKp-LfJDrYB1UB-20250528-225949.png" size="80" width="800" height="405" position="center" caption="ERP Synced Entities" darkWidth="800" darkHeight="405" showCaption="true"} FISPAN Sync will only store the email entered in the following field within the Vendor account in Xero: ::Image[]{src="https://api.archbee.com/api/optimize/wgPPAaie2RM-EkMwivi-P-X1FIvUlyRvqN-j9mj3Yl0-20250528-230435.png" size="60" width="800" height="827" position="center" caption="Natively Stored Email" darkWidth="800" darkHeight="827" showCaption="true"} FISPAN Sync will only store the "Billing Address" entered in the following field within the Vendor account in Xero: ::Image[]{src="https://api.archbee.com/api/optimize/wgPPAaie2RM-EkMwivi-P-nMI9OErkjfvR29ioMTqR7-20250528-230615.png" size="60" width="800" height="766" position="center" caption="Natively Stored Address" darkWidth="800" darkHeight="766" showCaption="true"} FISPAN Sync will only store the bank account entered in the following field within the Vendor account in Xero: ::Image[]{src="https://api.archbee.com/api/optimize/wgPPAaie2RM-EkMwivi-P-ioGy_X8zyBEkdVCk7ZApL-20250528-233006.png" size="60" width="800" height="846" position="center" caption="Natively Stored Bank Account" darkWidth="800" darkHeight="846" showCaption="true"} :::hint{type="warning"} **Note**: FISPAN Sync will only import Vendor Bank Accounts from your **US** Xero organization. To ensure a smooth sync, please be sure to accurately input the Routing Number and Account Number for these vendors within your Xero environment. ::: :::: :::WorkflowBlockItem ### Setting Default Payment Method On the Payment Method pop-up you can toggle on **Combine Multiple Bills**. This allows you to send multiple bill for the same payment method as one payment. For example, if you were processing five bills, you would be processing one payment instead. You can also select a **Default Payment Method** from this dropdown. This will populate every bill for this vendor in the Pay Bills page with this payment method. It can be updated and changed everytime. You can also change the payment method on the Pay Bills page for one-off payments, it will just not default in the future. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/NAx5SHQNiOSI-lQ9oN3RA_screenshot-2024-11-15-at-15100-pm.png" size="76" width="800" height="566" position="center" caption="Set Default Payment Method" darkWidth="800" darkHeight="566" showCaption="true"} ::: ::::WorkflowBlockItem ### Adding Bank Accounts To add bank accounts, click on the **Add Bank Account** button. Select the **Country** and **Currency** of the bank account you would like to add next. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/xsDjGdzP77kC-XDpXMBXP_screenshot-2024-11-15-at-13837-pm.png" size="70" width="800" height="630" position="center" caption="Select Country and Currency" darkWidth="800" darkHeight="630" showCaption="true"} Next, fill in the banking information based on the data provided to you. Be sure to enter a unique label. Once you have done that, click **Validate Account Info**. :::hint{type="warning"} **Note**: All Bank Accounts will be saved as a Checking account unless otherwise indicated by changing the **Type of Account** field. ::: ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/evnEfvlsHk3YAIvnAfNjF_screenshot-2024-11-15-at-13901-pm.png" size="80" width="800" height="875" position="center" caption="Click Validate Account Info" darkWidth="800" darkHeight="875" showCaption="true"} Next, the account information will be validated. This ensure that the values you have entered allow you to pay only payment methods that are available based on the information provided. For example, it will not let you make an ACH payment if no Routing Number is provided. However, the screen does not validate the accuracy of the information provided. If the validation fails, you can return to the account details and modify the information. The information will now be re-validated. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ZRU0fKiCfFga64jFjDUgo_screenshot-2024-11-15-at-15133-pm.png" size="80" width="800" height="703" position="center" caption="Click Return to Account Details" darkWidth="800" darkHeight="703" showCaption="true"} If the validation is successful, you will be able to toggle the payment method on and off and save it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DknQdrbMlopiuYkDubliE_screenshot-2024-11-15-at-13908-pm.png" size="80" width="800" height="565" position="center" caption="Click Save Account" darkWidth="800" darkHeight="565" showCaption="true"} :::: :::WorkflowBlockItem ### Adding Addresses To add vendor mailing addresses, click on the** Address** option. Add your address details to the fields. After that, click **Save Address**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/M0gIHux1LQ0P9SnVF0HUa_screenshot-2024-11-15-at-13956-pm.png" size="80" width="800" height="768" position="center" caption="Click Save New Address" darkWidth="800" darkHeight="768" showCaption="true"} ::: :::WorkflowBlockItem ### Adding Email Addresses To add bank accounts, click on the **Add Email Group** button. Add your email address details to the fields. You can add up to 5 emails by clicking enter after each entry. After that, click **Save New Email Group**. If the remittance product is enabled, you can use this email group also to send remittance emails. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/sD3Efu1VhUCkAMY0EAKmT_screenshot-2024-11-15-at-14032-pm.png" size="80" width="800" height="670" position="center" caption="Click Save New Group" darkWidth="800" darkHeight="670" showCaption="true"} ::: :::::