--- title: Setting Default Payment Information (NetSuite) slug: citizens/setting-default-payment-information-netsuite description: Streamline your payment process in NetSuite by using default payment information. docTags: bSho0M8HRjDvZq9EBIWDy createdAt: 2022-08-02T18:45:44.000Z --- :::hint{type="warning"} **NOTE: **This guide only applies to the payments made from **Vendor Bills or Expense Reports pages** (legacy payments experience). If you are using the** Accounts Payable (New) **module, please refer to [Update Payment Methods via CSV (NetSuite)](docId:2zJmFmCgy4BXJbShOtrjK) to manage vendor payment information. ::: Save time paying bills by setting Vendor Default Payment methods, and choose to group bills into one lump sum payment for vendors. Follow the steps in this guide to get started. *** ## Payment Methods page ::::WorkflowBlock :::WorkflowBlockItem ### Navigate to Payment Methods Navigate to **Accounts Payable (New) → Payment Methods** The Payment Methods page has two tabs: - **Vendors tab** - Manage payment information for vendors (used when paying bills) - **Employees tab** - Manage payment information for employees (used for expense reimbursements) Select the tab for the type of payee you want to manage Payment Information. The workflow is the same for both vendors and employees. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/wH_g5fwePf_f4ruuPbd0a_paymentmethodspage.jpg" size="80" isUploading="false" position="center" width="800" height="390" darkWidth="800" darkHeight="390" alt="Payment Methods Page" showCaption="false"} ::: :::WorkflowBlockItem ### Find a Vendor/Employee The Payment Methods page shows all vendors/employees with payment information. You only see vendors/employees from subsidiaries you have access to in NetSuite. Use search or filters to find a specific vendors/employees by name, email, or subsidiary. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/2hlZxcdsWygb4GZwRzXgy_paymentmethodfindvendor.jpg" size="80" isUploading="false" position="center" width="800" height="395" darkWidth="800" darkHeight="395" alt="Find Vendor/Employee" showCaption="false"} ::: :::WorkflowBlockItem ### Default Payment Method Click any vendor/employee row to open the vendor details panel, where you can add payment information or configure specific settings. 1. In the **Settings panel** (right side), find **Preferred Payment Method** 2. Select a default payment method at the payment information level 3. The selection saves automatically You can also set up Default Payment Method on the Payments page (while paying bills) 1. Go to the **Accounts Payable (New) → Payments** 2. On the bill row, scroll to the right side 3. In the Payment Method dropdown, click the **star icon** next to a payment method 4. That payment method becomes the default for that vendor ::: :::: :::hint{type="warning"} **NOTE:** If you are making payments using the old Vendor Bills/Expense Reports page, you need to follow below instructions instead ::: ## Method 1: Vendor Record Go to a Vendor Record and select **Edit**. Then, select the bank plugin tab in the sub-menu. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/4LGwpVaSDnK2ZuAii4X2c_image.png" size="80" width="2844" height="852" caption="Vendor Record" position="center" showCaption="true"} Here you will be able to set the Default Payment Method and enable the option to **Group Bills for Payment**. *** ## Method 2: Vendor List ::::WorkflowBlock :::WorkflowBlockItem ### Go to Customize View Select **Lists → Relationships → Vendors**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/biDaYZUoZJeX67Z_VucqP_image.png" size="80" width="800" height="308" caption="Customize View" position="center" darkWidth="800" darkHeight="308" showCaption="true"} Then, select **Customize/Edit View**. ::: :::WorkflowBlockItem ### Add Custom Fields Add the **Default Payment Method (Custom)** and **Group Bills for Payment (Custom)** fields for your bank to the list. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/fPzGsJ8ojzfPwZq8ds5v1_image.png" size="80" width="800" height="523" caption="Vendor Search Results" position="center" darkWidth="800" darkHeight="523" showCaption="true"} Then, select **Save**. ::: :::WorkflowBlockItem ### Set Default Payment Method and Group Bills Toggle the **Edit** option. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/BY9Wb6wlW5P6bYRnpNkMq_image.png" size="80" width="800" height="347" caption="Edit Vendors" position="center" darkWidth="800" darkHeight="347" showCaption="true"} Select the blank area under the appropriate columns and select the Default Payment Method or Bill Grouping option for each vendor. Only the payment methods you have enabled for plugin will be available in the dropdown. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/OVBiR5mH7NB4rgDeuGWmC_image.png" size="80" width="800" height="485" caption="Set Payment Method" position="center" darkWidth="800" darkHeight="485" showCaption="true"} ::: :::: *** ## Method 3: CSV Import This method uses NetSuite's Import CSV functionality to set up default payment information. :::::WorkflowBlock ::::WorkflowBlockItem ### Create CSV File To begin, first manually create a CSV file using any external spreadsheet software with the following column headers: - Vendor ID - Default Payment Method - Group Bills for Payment - Payables Email Address \[OPTIONAL] ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DceuiEg1UimhoJS5i71eS_image.png" size="90" width="800" height="164" position="center" caption="Sample "default_payment_information" CSV file" darkWidth="800" darkHeight="164" showCaption="true"} :::hint{type="info"} **NOTE: **The **Vendor ID **is the field on the vendor record itself, not the internal NetSuite ID. ::: Populate the CSV file with the relevant Vendor IDs, the desired Default Payment Methods \[YES or NO], and an indication of whether or not you wish to Group Bills for Payment \[YES or NO]. Once complete, save the file and name it—we suggest using "default\_payment\_information." :::: :::WorkflowBlockItem ### Upload CSV File Then, head into NetSuite and navigate to **Setup → Import/Export → Import CSV Records.** ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/jgKSZ-zN7b9_nD4QNehbJ_image.png" size="80" width="800" height="766" caption="Navigate to Import CSV" position="center" darkWidth="800" darkHeight="766" showCaption="true"} Set the **Import Type** to **Relationships** and the **Record Type **to **Vendors.** ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/4xKruxLYwgpgpErMakpiL_image.png" size="80" width="800" height="369" caption="Import CSV" position="center" darkWidth="800" darkHeight="369" showCaption="true"} Then select the CSV file you have created and select **Next**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/J-F08UjBATk7TOXgQ5htT_image.png" size="80" width="800" height="353" caption="Select Import Options" position="center" darkWidth="800" darkHeight="353" showCaption="true"} Select **Update** as the Import Option, then select **Next**. ::: :::WorkflowBlockItem ### Map Fields Map the fields as per the example below. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DqhhrflSGk9oExNk-Eb7r_image.png" size="90" width="800" height="345" position="center" caption="Sample field mapping" darkWidth="800" darkHeight="345" showCaption="true"} Select **Next.** ::: :::WorkflowBlockItem ### Import Select **Save & Run **or** Run **to initiate the import. ::: :::::