How Do I Set Up Agents, Suppliers, Vendors, etc. Direct Deposit or Credit Card Information?

How Do I Set Up Agents, Suppliers, Vendors, etc. Direct Deposit or Credit Card Information?

Enter Payment Information

Payment information can be set up in darwin Cloud for contacts

  1. Click Tools
  2. Click ACH/CC Payments
  3. Filter type to Agent or Supplier/Vendor
  4. Enter supplier's name
  5. Click Search
  6. Click Setup with: None across the supplier's name

Enter the supplier's payment information:

  1. Select company form the dropdown list
  2. For CREDIT CARD payments, enter full credit card information
    • name on card
    • card number
    • exp month
    • exp year
    • card type
  3. For ACH payments, enter full account information
    • account type
    • holder name
    • account number
    • routing number
  4. Click add

If the user  needs to access the setup payment info for: User role must have access to Tools > Manage People under actions column in Security menu.

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