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How to set up a Vendor payment method
How to set up a Vendor payment method
Updated this week

You must be a purchaser or have custom permission to access Manage Vendors to complete the following steps

Steps:

  1. Select the Procure tab

  2. Click on Vendors to set up your vendor payment methods

  3. Select a Vendor from the list

  4. Select Financial Settings

  5. Click on Add Payment Method.

  6. Enter the following information: name of payment type, select a payment type, and select a currency.

  7. Fill in the bank routing number, payee name, and vendor account number.

  8. Click Add.

Congrats! You've just added a payment method for your vendor.

Additional Information:

  • The vendor's payment method will appear in the dropdown field for selection. However, it won't automatically be applied to the bill.

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