Why did this vendor get paid by check when I chose ACH during the invoice process?

Question: Why did this vendor get paid by check when I chose ACH during the invoice process?

Answer:

You've processed the invoice all the way to Ready for Payment, but you notice that the Pay Type is set to Check and not ACH, even though you chose ACH when doing Complete Data Entry? There are two common reasons this can happen.

Reason 1: The Refresh GL button was pressed after selecting a Pay Type

The Pay Type can get changed back to the default of "Check" if the Refresh GL button is pressed after selecting a Pay Type on the invoice complete data entry screen.

In this screenshot, we can see that the invoice is set to be paid via ACH.

But if the Refresh GL button is clicked, the payment method will change back to the system default. When the button reads Choose a Method that means it will default to check.

It's important, when completing the data entry on invoices, to use the Refresh GL button and then enter in the Pay Type. Another tip is to double check the Pay Type before continuing the invoice along.

Reason 2: The invoice splits between funds with different bank accounts

If an invoice splits between funds that pay out of different bank accounts, it cannot be processed via ACH. In that case, the payment defaults to check.

How to correct the Pay Type

If you have an invoice that is set to be paid by check, but you want to change it to ACH, you can change the Pay Type up until the check is printed. If the invoice is still sitting in Ready for Payment, or even Send Payment, you can click on the Hamburger menu next to the invoice, and choose Select to open up that invoice.

Then, click the Invoice button in the Action Center.

From there, you'll be able to change the Pay Type and select Update.

Now the invoice is set to be paid via ACH!