Default payment settings in Purchases

Hi Michael, Yes I believe you can. There are two stages to this. You can add payment methods to any bank account you use, be it a specific Paypal account or another account which you use for internet payments. Please go to Money > Bank Accounts > Select the account you want > Payment Methods > Add the method you desire to that account. You can also then assign a particular account to a customer so that every time you deal with them the default account is used and therefore the default payment methods. To add a default account to a customer, please go to: Sales > Customers > You will see a customer list > Next to the desired customer click the edit icon > Go to Customer Invoice Defaults and fill in the Default Bank Account field.

I hope this helps to answer your question.

Thanks Chris

Hello Chris

Thanks for such a prompt reply. I'm OK with with payment methods with sales, which is what you've explained above.

Sales > Customers > You will see a customer list > Next to the desired customer click the edit icon > Go to Customer Invoice Defaults and fill in the Default Bank Account field.

There doesn't appear to be an equivalent method when it comes to purchases - hence my frustration.

Michael G

If it were there, Michael, it would be in the Purchases > Suppliers > Supplier Invoice Defaults > Default Account Balance. However, I agree that it doesn't seem to be listed as an available option. You can set the supplier's bank details to always pay into the same account, but you cannot currently choose where it comes from or how you will be paying as a default.

If you would like to, you could add this as an idea on the forum as it does seem quite a good idea to be able to do this.

Chris

Thanks Chris for the response.

You can set the supplier's bank details to always pay into the same account - could you give me the steps for this please? Sorry to be a dullard!

Morning Michael,

That's perfectly OK. It's pretty much the same method as in my previous post: Purchases > Suppliers > Supplier Invoice Defaults... But the final step can be changed to > Supplier bank details.

That will make that the default account for all payments going to that supplier.

Thanks Chris

Morning Chris. This is going to be hard work!

I can't see Supplier Invoice defaults anywhere. Any chance of a screen shot please?

Hi Michael, By the look of things, you are heading in the right direction. You next need to go click on an actual name, then there is an edit symbol at the end of the line. It's in there:

Hi Chris

I'd found this previously, but surely it's not what we're looking for, is it? This is where you enter the supplier's bank details.

What I need is the ability to have the info in this screen shot relate to individual suppliers. - and not have to change it each time I make a payment.

Hi Michael, I've not actually experimented, but I was thinking that by adding the details here it would make the system always link to this account for that supplier. I think that is the only option you have. If it doesn't work then I do not believe it would work any other way.

Thanks Chris.

We're back to square one. Thanks for all your efforts.

Hi Michael,

Oh yes, I should have thought of that too... I guess I was thinking that you would be using different sets of criteria for different suppliers. Annoyed I didn't cotton onto that too.

Sorry it took so long.