Intacct
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Plugin Setup
Installation
Step 16: Setting Default Payment Information
Setting up a default payment method per vendor can save you a considerable amount of time.
You will only see the available payment methods that have been set up in your plugin and for that specific vendor. If a payment method is missing, add it to the vendor, or contact your Sales Officer to add it to the plugin.
Navigate to Payment Methods
In Intacct, go to Main Menu → Payment Methods Tab.
Go to Payment Methods
Select the appropriate payment method from the Default Payment Method drop-down menu.
Select a Default Payment Method
You will only see the available payment methods that have been set up in your plugin and for that specific vendor. If a payment method is missing, add it to the vendor, or contact your Sales Officer to add it to the plugin.
Updated 02 Aug 2023
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