For invoices to appear and be selectable during a BACS Run, two things must be configured correctly on the supplier record: the correct default payment method and a remittance email address.
Check the Payment Method
Follow the steps below to check and set BACS as the default payment method for the supplier:
Click Codes.
Select Suppliers.
Search for the supplier.
Click on the text in the Supplier Name column.
Click on the Bank Details menu.
Select BACS as the Default Payment Method using the menu.
Enter the relevant information in the Account Name, Sort Code, Payee Name and Account Number fields.
Click Save.
Check the Remittance Email Address
Follow the steps below to check and set the remittance email address for the supplier.
Click Codes.
Select Suppliers.
Search for the supplier.
Click on the text in the Supplier Name column.
Click on Contact Details.
Enter the relevant information in the Email Address (for Remittance) field.
Click Save.
Check the Alternative Payee Details
đ Note: You will not be able to select an invoice if the Payee in Use button is ticked in the Alternative Payee Details tab. If you need to use this alternate payee, ensure that the Email Address field for the remittance is completed. The supplier will then pull through into the BACS Run successfully.
Check for Saved BACS Runs
If there are any Saved BACS Runs, the invoices may already be selected within those runs. Check for any saved BACS Runs and review whether the invoices are included there.