Manage vendors' payment methods

You can choose whether a vendor gets paid by check or ePayments, and switch back and forth as needed.

Switch from ePayments to check

Tip: If there are pending or scheduled payments for a vendor, you won't be able to disconnect from the vendor. The payments must clear, or you can cancel or void the payments if available.

1. Select Contacts and select Vendors for the contact type
2. Select the vendor's name
3. Select Edit
4. Select disconnect from this vendor in the information box at the top
5. Select Yes, Disconnect to confirm
   

The vendor will be switched back to paper check payments, and you can change them back to ePayments by inviting them again, or adding new bank info for them.

Switch from checks to ePayments

1. Select Contacts and select Vendors for the contact type
2. Select the vendor's name
3. Select Switch to ePayment at the top of the page under the vendor name
4. Select ePayment for the payment method
5. Select to either invite the vendor, or enter their bank info manually

Things to know

• Switching an ePayment vendor back to check will remove any bank information you may have previously entered for the vendor
• Because bank information is encrypted once entered into Key CashFlow, you can't download or export vendor bank information