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How to add a default payment method to a supplier

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

You can assign a default payment method to suppliers that will apply to all documents coming from them. It ensures consistency and efficiency by pre-filling payment details on new documents, either when they are matched automatically or manually selected for incoming documents.

Here's how to do it:

  • Go to the Customers & suppliers menu.

  • Click on a supplier.

  • Under APPROVAL AND DEFAULT VALUES, click on the Payment method dropdown menu and make your choice.

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  • Save.

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