Purchase Orders & Multiple Payment Methods

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Posted on by CShearer

Hello,

Often times we have purchase orders that are paid either by check or credit card. All vendors are set up with the default payment method of Check but we want to also be able to pay via credit card. How do we receive against a PO and a) indicate what the payment method was and b) satisfy invoice payment and change payment method to CC?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi CShearer,

When entering the vendor invoice details, you can override the method of payment initiated from the vendor details. In case this was missed, then you can also go to the created vendor transaction and change the payment method.

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CShearer 16 on at

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Thanks, Andre.

We have done what you proposed, but where we get stuck is the next step.

For some reason, the transactions that had “Credit Card” as the updated payment method still were pulled into the “Vendor” payment journal, which produces a check payment. Maybe the bigger disconnect is pulling payments into a new type of payment journal? And when is the earliest in the process (at time of product receipt hopefully) where the payment method can be specified?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi CShearer,

Can you tell me what parameters you used to create a payment journal?

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CShearer 16 on at

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Andre:

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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The dialog has a filter for the payment method set to CreditCard. For that reasons, all vendor transactions with the payment method for credit cards are considered for the proposal. You can change the filter value to !CreditCard to exclude the credit card transactions.

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