EFT Payment method changes on invoices

Michelle Calachino
Michelle Calachino
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in Blackbaud Financial Edge NXT® General Discussions

This month I had quite a invoices with payment methods different than the vendor master file. These vendors are all set up as EFT payment methods but somehow some invoices this month have a payment method of Bank Draft and/or check. Any idea what could cause this? It doesn't make sense that it would be different than the master file, and why only some invoices and not all.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Michelle Calachino
    Only offering potential ways, but without seeing it, can't confirm : The settings are defaults that provided someone doesn't override when entering or editing an invoice, they will copy down. But let's say someone were importing a bunch of invoices and put in a different payment method in import file, it would override the defaults from the vendor's record. Also they can be manually changed. But will be hard to say unless you catch the changing happening in the act etc. IF there are a bunch, you should be able to update them all through Import and change the payment method back to EFT though.

  • Ed Leiter
    Ed Leiter
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Michelle Calachino
    Something similar like this happened to me this week. I entered an invoice from a vendor and used the copy function on an invoice from a couple of years ago. Recently we had changed the default payment method on the vendor from “Check” to “EFT”. The copy from an old invoice populated the payment method with “Check”. I noticed this when reviewing invoices for payment and realized the assumption trap I had fallen into. I had assumed that the new invoice method of payment would use the vendor default instead of the payment method of the old invoice copied.

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