Payment Methods (BC365)

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 (bc365) docid\ r yijbscpa7et6n2czrzq adding payment methods go to payment methods from anywhere in business central, you can navigate to the payment method page click on and then payment methods to load the page add vendor information on this page, you can manage payment information for each vendor select the vendor you would like to manage by hovering over the vendor and selecting 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 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, 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