If you need to change the vendor’s payment delivery method, you can easily do so from the Vendors tab.
This article explains how to add or edit the delivery method in a few steps:
1 - From the Vendors tab, select the desired vendor.
Alternatively, you can select the three-dot icon. Then, select View vendor.
2 - In the Vendor details pop-up window, find the Delivery methods section.
3 - Select Add method next to the desired delivery method.
Please note:
- To edit the existing delivery method, select the three-dot icon. Then, select Edit.
- You can let your vendor choose the delivery method. To do it, select the Send request button.
4 - Depending on the selected delivery method, you need to submit the relevant details:
- ACH bank transfer:
- Vendor’s ACH routing number
- Vendor’s account number
- Wire transfer:
- Vendor’s domestic wire routing number
- Vendor’s domestic wire account number
- Address
- Paper check:
- Name on check
- Delivery address
If you selected to send a request to the vendor in the previous step, you need to fill in their email address.
5 - Select Save and add a bill to make a payment or create a bill now.
If you just want to change the delivery method, select Save and close.
That’s it. You successfully changed your vendor’s delivery method. Future payments will be sent using this delivery method.