Card Information window—Payment Details view—Supplier

Index

Card Information window—Payment Details view—Supplier

The Card Information window—Payment Details view is where you can record details about your supplier’s preferred payment method.

If you use Business Services for Supplier Payments, you must enter information about the supplier’s bank.

Click Refund Details to open the Refund Details - Supplier window, where you can enter details about the usual method that this supplier uses when paying you (for example, for debits), or if you occasionally make Receive Money transactions with this supplier. The method and related information you enter will appear on payment transactions for the supplier. You may change the payment information on individual transactions before you record the transaction.

Field Descriptions

Supplier Name

The name of the supplier appears in this field.

A/P Balance

The A/P Balance field displays the current outstanding balance of your company with the selected supplier. To view a list of the transactions that make up this balance, click the zoom arrow.

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Bank Account Number—Enter the supplier’s bank account number to which the funds will transfer.

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Bank Account Name—Enter the name of the supplier’s bank account to which the funds will transfer. This must match the name of the account as recorded by the bank.

Refund Details

Click to open the Refund Details - Supplier window where you can enter details about the usual method that this supplier uses when paying you, for example, for debits.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to close this window.

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Related Topics

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Recording and settling supplier debits

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Preparing electronic payments

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Finding forms

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Contact management

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Starting a new fiscal year

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