Setting Default 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 method 1 vendor record go to a vendor record and select edit then, select the bank plugin tab in the sub menu here you will be able to set the default payment method and enable the option to group bills for payment method 2 vendor list go to customize view select lists → relationships → vendors then, select customize/edit view add custom fields add the default payment method (custom) and group bills for payment (custom) fields for your bank to the list then, select save set default payment method and group bills toggle the edit option select the blank area under the appropriate columns and select the default payment method or bill grouping option for each vendor method 3 csv import this method uses netsuite's import csv functionality to set up default payment information create csv file to begin, first create a csv file with the following column headers vendor id default payment method group bills for payment payables email address \[optional] 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 " upload csv file then, head into netsuite and navigate to setup → import/export → import csv records set the import type to relationships and the record type to vendors then select the csv file you have created and select next select update as the import option, then select next map fields map the fields as per the example below select next import select save & run or run to initiate the import