How do I set the default payment type to "Check"? (2025.11)
Setting the default invoice payment type can help you streamline the payment process by pre-defining how invoices from a vendor will usually be paid. When a default payment type is already selected, it eliminates the need to choose one for every invoice.
You can set the default invoice payment type to
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Check. A paper document issued by your organization's bank account that authorizes the bank to pay the vendor (payee) the specified amount.
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EFT (Electronic Funds Transfer). A payment method where money is transferred electronically from the payer's bank account to the vendor's bank account. It's processed through the banking network (often ACH) and it requires banking details (such as the routing and account numbers).
The option to select "check" as the default invoice payment type is included in the 2025.11 release.
Setting the default invoice payment type
1. Open Connect Accounts Payable > Vendors > Setup New Vendors or Modify Existing Vendors.
2. Use the Invoice Payment Type menu to select a default payment type.
3. Click Save .
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