Payment Methods

Set up Payment Methods in Bevica Select to control how customer and vendor payments are posted, applied, and shown on documents.

Payment Methods are setup data used on customer and vendor records.

They help you standardise payment processing and reporting. Example: direct debit vs card.

Set them up before you import customers and vendors, if you plan to populate Payment Method Code on those templates.

Create or edit payment methods

1. Use search, open Payment Methods.
2. Add a new line, or edit an existing one.
3. Populate:

   • Code
   • Description
4. Close the page. Changes save automatically.

Common examples (typical)

Keep your codes short and consistent. A few common patterns:

• BACS = bank transfer
• CARD = card payment
• CASH = cash
• DD = direct debit
• CHQ = cheque

Optional: auto-post balancing account

Only populate these if you want the payment method to drive posting behaviour.

• Bal. Account Type: G/L Account or Bank Account
• Bal. Account No.: the account to use

If you’re migrating these via templates, check Configuration Worksheet for a payment method-related line with a Package Code.

If it exists, you can use Excel → Export to Template / Import from Template on that line.

Verify

1. Open a customer or vendor card.
2. Set Payment Method Code.
3. Create a test invoice and confirm payment processing behaves as expected.