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How to: Set Up Payment Addresses

To use payment management, you must set up payment addresses that will be used for vendors and customers at the time of settlement. The payment address can differ from the default address.

The following procedure describes how to set up a payment address for a vendor, but the same steps apply to setting up a payment address for a customer.

To set up a payment address

  1. In the Search box, enter Vendors, and then choose the relevant link.

  2. Select a vendor, and then, on the Home tab , in the Manage group, choose Edit.

  3. On the Navigate tab, in the Vendor group, choose Payment Addresses.

  4. Fill in the required fields as described in the following table.

    Field Description

    Code

    The payment address code.

    Default Value

    Select to use this address as the default payment address. You can select one default payment address.

    Name

    The name associated with the payment address.

    Address

    The payment address.

    For more information, see Payment Address.

  5. Choose the OK button.

Note

If a payment address is not set up, the address in the vendor or customer card is set as the default value.

See Also

Tasks

How to: Set Up Payment Classes
How to: Set Up Payment Statuses
How to: Set Up Payment Steps
How to: Create Payment Slips
How to: Post Payment Slips
How to: Archive Payment Slips
How to: Export or Import Payment Management Setup Parameters

Reference

Payment Address

Concepts

Payment Management