--- title: Payment Methods (Business Central) slug: svb/payment-methods-business-central description: Learn how to manually import payment information into the SVB plugin with this comprehensive document. Access the Import/Export function by following the instructions in the provided link. Start by going to the SVB plugin, then select Payment Methods. A s icon: {"faIcon":"fa-solid fa-credit-card"} docTags: kOBW7Pa05SaMsJIm9Vdtp createdAt: 2023-07-05T23:16:35.830Z --- 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\:JO6IMEs1Jwvs5vUaN1QM3) *** ## Adding Payment Methods :::::WorkflowBlock :::WorkflowBlockItem ### Go to Payment Methods From anywhere in Business Central, you can navigate to the Payment Method page. Click on SVB Go Link and then **Payment Methods **to load the page. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/JFVNpAg1i-C6qz52vundh_screenshot-2023-07-28-at-25139-pm.png" size="76" width="586" height="46" position="center" caption="Select Payment Methods" showCaption="true"} ::: ::::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/THRuufhptBQoDMbhA3Ydq_screenshot-2023-08-25-at-34958-pm.png" size="80" width="2658" height="568" caption="Click the Eye icon on the left side of the row" position="center" showCaption="true"} 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/-c8H7FVOBMqXTxZRdBaCa_screenshot-2024-12-18-at-14755-pm.png" size="80" width="1088" height="429" caption="View Vendor Pop-Up" position="center" showCaption="true"} :::hint{type="info"} **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/kwkwaicqOOYDo_yIo7F2j_screenshot-2024-12-18-at-14759-pm.png" size="80" width="855" height="547" caption="View ERP Account" position="center" showCaption="true"} ::: :::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/j-gElv1hlASBTUVHtrx3H_screenshot-2024-12-18-at-14806-pm.png" size="60" width="387" height="191" caption="Select Default Payment Method" position="center" showCaption="true"} ::: ::::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dXlKgUK7nNQ7bLGqugqgn_screenshot-2023-07-05-at-31721-pm.png" size="80" width="837" height="293" position="center" caption="Select Country and Currency" showCaption="true"} 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/p9a-upzrnL-rjVbb5cIK6_screenshot-2023-07-05-at-31735-pm.png" size="80" width="841" height="504" caption="Click Validate Account Info" position="center" showCaption="true"} :::hint{type="info"} **NOTE**: All accounts will be saved as a Checking account unless the **Type of Account** field is changed. ::: :::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/f302ZzkLVlHeVS2zxUIXw_screenshot-2024-12-18-at-14957-pm.png" size="80" width="947" height="592" caption="Validate Bank Account" position="center" showCaption="true"} Once saved, the account is accessible from the Payment Method pop-up, where you can edit records or toggle payment methods as needed. ::: :::WorkflowBlockItem ### 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/oYf1g_NX5CpZis31-NGcg_screenshot-2024-12-18-at-15102-pm.png" size="80" width="852" height="583" caption="Save New Address" position="center" showCaption="true"} 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/pcT_bqhoYpOUyOr6URzFV_screenshot-2023-07-05-at-32005-pm.png" size="80" width="764" height="162" caption="Toggle Address" position="center" showCaption="true"} ::: ::::: *** ## Adding Email Addresses Email addresses can also be added to your vendor information from the Vendor card. To add email addresses, follow these steps. ::::WorkflowBlock :::WorkflowBlockItem ### Add Email Group From the Payment Methods page for your vendor, click on the **Add Email Group** button. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/86z4NyDczzjmE8qHwiBpS_screenshot-2025-03-21-at-123031-pm.png" size="80" width="2346" height="1212" position="center" caption="Click Add Email Group" showCaption="true"} 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/VD07LZCpXKaVYiXNgDcRB_screenshot-2023-07-06-at-120912-pm.png" size="80" width="854" height="436" position="center" caption="Save New Email" showCaption="true"} If the Email Remittance feature is enabled, you can also use the vendor's email group to send remittance advice to. ::: :::WorkflowBlockItem ### Update Email Group Once the email has been added, you can edit it and toggle it on and off, as needed. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/pQodGpBDEMFdELsHLFn8R_screenshot-2025-03-21-at-123234-pm.png" size="72" width="1792" height="1136" position="center" caption="Edit Email Group" showCaption="true"} ::: ::::