This page details how to manually import payment information into the plugin. If you are interested in using Import/Export, follow the instructions here: 

From anywhere in Business Central, you can navigate to the Payment Method page. Click on 

The Payment Method 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 

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. 

If you have any bank accounts, addresses or emails stored natively, they will be imported automatically on installation of the plugin. They are not editable in the plugin. These accounts are indicated by the ERP icon next to the label. 

On the Payment Method pop-up you can toggle on 

. 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. 

 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. 

 of the bank account you would like to add next. 

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 

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. 

If the validation is successful, you will be able to toggle the payment method on and off and save it. 

The payment information will now be saved and can be accessed from the Payment Method pop-up. From here you can toggle payment methods on and off and you can edit records. 

To add vendor mailing addresses, click on the 

 button. Add your address details to the fields. After that, click 

If checkprint is enabled, this address will allow you to make checkprint payments to this address. You can disable an address by toggling it on and off or editing it. 

Learn how to import payment information manually into the Business Central plugin 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. Stream

Writing Check Numbers to General Ledger (BC365)

Payment Methods (BC365)

YourBank

MyBank

Vendor Bank Account Card Sync (BC365)

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account-to-Account Transfers (NetSuite)

Remittance Advice (NetSuite)

Employee Expense Reports (NetSuite)

Positive Pay (NetSuite)

Supported Versions (NetSuite)

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Payment Methods (BC365)

Adding Through the Payment Methods Page