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Defining Vendor Payment Details

You can define details about how to pay a specific vendor.

Note: If you select I don’t know as the default account, Brass Jacks Bookkeeper automatically updates the default account to the first named account used in a transaction for that vendor.

To define default vendor payment details:
  1. Choose Payables > Manage Vendors, or click the Manage Vendors icon in the Payables section of the workspace.
  2. In the Vendors dialog box, double-click a vendor’s name in the list or select a vendor and click Detail.
  3. In the Vendor Detail dialog box, click the Detail tab.
  4. Specify the Type of vendor this is.
  5. Select an Account to which you want to apply payments to this vendor.
    If you want to apply payments to different accounts for the same vendor, select the account that you’ll use most often. You can select a different account when you pay a bill.
  6. Type a default Memo to print on checks.
  7. Enter information into custom fields as needed.
    To define the names of the custom fields, click a Custom Field link. (See Defining Custom Fields.)
  8. If you make online payments to a vendor, you can type the URL, Login ID, and Password for the account.
    Once you type a URL, you can click the Go To Website link to open your computer's default browser to that URL and verify that the information is correct.
    In the Company Information dialog box, you can specify whether you want the Login ID or the Password available for pasting. See Selecting Customer and Vendor Entry Options for details.
  9. Click OK.