---
title: Setting Default Payment Information (NetSuite)
slug: svb/setting-default-payment-information-netsuite
description: Streamline your payment process in NetSuite by using default payment information.
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2022-08-02T18:45:44.000Z
---

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.

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## Method 1: Vendor Record

Go to a Vendor Record and select **Edit**. Then, select the bank plugin tab in the sub-menu.

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Here you will be able to set the Default Payment Method and enable the option to **Group Bills for Payment**.

***

## Method 2: Vendor List

::::WorkflowBlock
:::WorkflowBlockItem
### Go to Customize View

Select **Lists → Relationships → Vendors**. 

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Then, select **Customize/Edit View**.
:::

:::WorkflowBlockItem
### Add Custom Fields

Add the **Default Payment Method (Custom)** and **Group Bills for Payment (Custom)** fields for your bank to the list. 

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/fPzGsJ8ojzfPwZq8ds5v1_image.png" size="80" width="800" height="523" caption="Vendor Search Results" position="center" darkWidth="800" darkHeight="523" showCaption="true"}

Then, select **Save**.
:::

:::WorkflowBlockItem
### Set Default Payment Method and Group Bills

Toggle the **Edit** option.

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Select the blank area under the appropriate columns and select the Default Payment Method or Bill Grouping option for each vendor. Only the payment methods you have enabled for plugin will be available in the dropdown.

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:::
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***

## Method 3: CSV Import

This method uses NetSuite's Import CSV functionality to set up default payment information.

:::::WorkflowBlock
::::WorkflowBlockItem
### Create CSV File 

To begin, first manually create a CSV file using any external spreadsheet software with the following column headers:

- Vendor ID
- Default Payment Method
- Group Bills for Payment
- Payables Email Address \[OPTIONAL]

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/DceuiEg1UimhoJS5i71eS_image.png" size="90" width="800" height="164" position="center" caption="Sample "default_payment_information" CSV file" darkWidth="800" darkHeight="164" showCaption="true"}

:::hint{type="info"}
**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."
::::

:::WorkflowBlockItem
### Upload CSV File

Then, head into NetSuite and navigate to **Setup → Import/Export → Import CSV Records.**

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Set the **Import Type** to **Relationships** and the **Record Type **to **Vendors.**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/4xKruxLYwgpgpErMakpiL_image.png" size="80" width="800" height="369" caption="Import CSV" position="center" darkWidth="800" darkHeight="369" showCaption="true"}

Then select the CSV file you have created and select **Next**.

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Select **Update** as the Import Option, then select **Next**.
:::

:::WorkflowBlockItem
### Map Fields 

Map the fields as per the example below. 

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Select **Next.**
:::

:::WorkflowBlockItem
### Import

Select **Save & Run **or** Run **to initiate the import.
:::
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