Hi Cesar Melendez ,

Thanks for reaching out. If you're looking to set up an additional payment method without impacting your cheque sequence, here's a step-by-step guide that might help:

1. For adding a new payment method to Purchase or Sales invoices, please follow these preliminary steps:

   • Log in as sysadmin in single-user mode.
   • Go to 'View' and select 'Close all Other Sage 50 Windows'.

   For Purchase Invoice:

   • Navigate to 'Setup', then 'Settings', select 'Company', and go to 'Credit Cards', then 'Used'.
   • Fill in the new payment method details such as Credit Card Name (which will be the name displayed in the drop-down menu), Payable Account, and Expense Account.
   • Confirm the change by clicking 'OK'.

   For Sales Invoice:

   • Go to 'Setup', 'Settings', 'Company', 'Credit Cards', then 'Accepted'.
   • Enter the details for the new payment method, including Credit Card Name, Currency, Asset Account, Discount Fee %, and Expense Account.
   • Click 'OK' to confirm the change.

2. To set a default payment method for vendor payments:

   • Open the vendor record and select the 'Options' tab.
   • Under 'Default Payment Method', select the appropriate payment method from the drop-down for Payments.
   • Click 'Save and close'.

Please note that if you are setting up a payment method that isn't a credit card, you may adapt these steps accordingly, using a payment method label that reflects the method you're using, such as 'EFT' or 'Direct Deposit'.

Lastly, if you need to reset or change the numbering of forms to avoid affecting your cheque sequence, you can follow the instructions provided in the article on how to reset or change the numbering for invoices and other forms.

If you require further assistance, feel free to chat with support using the link provided.

If this helps, please mark it as verified :)

Warm Regards,
Erzsi