Payment Methods (Business Central)

this page details how to manually import payment information into the plugin if you are interested in using import/export, follow the instructions here updating vendor payment methods via csv (business central) docid\ tgocbhmpyumtoksonblzx adding payment methods from anywhere in business central, you can navigate to the payment method page click on j p morgan and then payment methods to load the page the payment method page enables you to manage payment information for each vendor follow these steps to add payment methods to your vendor add vendor information on the payment method page, hover over the vendor you would like to manage, then click the eye icon the payment method pop up will appear, which allows you to add and store three different types of information bank accounts , addresses , and email groups note any bank accounts , addresses , and email groups stored natively in business central are imported automatically upon installation these records are indicated by an erp icon next to the label and cannot be edited within the plugin set default payment method on the payment method pop up, you can toggle on combine multiple bills this allows you to send multiple bills for the same payment method as one payment for example, five separate bills will be processed as one payment use the default payment method dropdown to select a preferred payment method this will automatically populate this method for the vendor on the pay bills page you can manually override this default setting on the pay bills page for one off payments add 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 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 note all accounts will be saved as a checking account unless the type of account field is changed add intermediary bank information you can also add intermediary bank information an intermediary bank account is used when making international payments to countries with which your bank may not have a direct relationship to add intermediary bank information, toggle enable once enabled, you can now add intermediary bank account information after you have added all required information, please click validate account info validate information the system validates the format of the data to ensure it supports specific payment methods (e g , ensuring a routing number is present for ach payments) this step validates data completeness, not accuracy it does not verify if the bank account number itself is active or correct if validation fails, you can return to the account details, modify the information, and try again if validation is successful, you can toggle specific payment methods on or off and save the account once saved, the account is accessible from the payment method pop up, where you can edit records or toggle payment methods as needed add addresses to add vendor mailing addresses, click on the add address button add your address details to the fields after that, click save address if checkprint is enabled, this address will be available for check payments you can disable an address at any time by toggling it off or editing the record adding email addresses email addresses can also be added to your vendor information from the vendor card to add email addresses, follow these steps add email group from the payment methods page for your vendor, 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 click save new email group if the email remittance feature is enabled, you can also use the vendor's email group to send remittance advice to update email group once the email has been added, you can edit it and toggle it on and off, as needed