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How to add a new payee or payment method
How to add a new payee or payment method
Updated over a week ago

The Payee Management tab is where the vendor, employee, and credit card payment methods are maintained.

  1. Navigate to Accounts PayableManage Payees

  2. To add a new payee, click on New Payee

  3. Click on the type of payee you wish to create

  4. Fill in the required fields and click Add

  5. Choose the desired Payment Method type.

  6. Enter your method of payment and save

Awesome! You've added a payee and a payment method!

Payment Method Options:

Canada: Electronic Fund Transfers (EFT)

US: ACH, Wire transfers, and Checks.

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