Select a vendor's preferred payment method 😍

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Let us know if your vendor prefers ACH transfers or checks.

In order to set a vendor's payment preference, click on your business's name in the upper right and select Customers & Vendors in the drop down menu. 

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Next, locate the vendor using the search bar at the top of the page or sorting by contact type. 

Once found, click on the contact's name to display their detailed contact information. 

Under Preferred Payment Method, select Make electronic payments (ACH) or Mail a check

If selecting ACH transfers as the preferred payment method, also click the +Send New Invite button to request banking information from the vendor. 

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