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How to set up a Vendor payment method
How to set up a Vendor payment method
Updated over a week ago

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

  • When adding a payment method during bill creation, the payment method will be automatically added to the vendor.

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