You can add or edit your vendor’s delivery method easily from the Vendors tab.
Here’s how to add or edit the delivery methods:
1. Go to the Vendors tab.
2. From your vendors’ list, click the vendor name you want to add or edit.
3. In Delivery methods on the right, you’ll have two choices:
a. Next to the relevant delivery method, click Add method.
b. To edit the details, click the three dots and select Edit from the dropdown menu.
Bank account (ACH):
- Enter the vendor’s routing and account numbers.
- For editing, click Save bank details.
- For adding, click Save and add bill or Save and close.
Paper check:
- Fill in the vendor’s name and mailing address.
- For editing, click Continue.
- For adding, click Save and add bill or Save and close.
4. If you haven’t yet added a delivery method and you’re unsure how your vendor wants to get paid, click Send request.
5. Fill in the vendor’s email address.
6. Click Send request.