Cheque payments can now be converted to EFT if the vendor has added their banking information and the payment is not in “Released” status.
To convert a payment to EFT:
- Click on Payments in the top navigation bar
- Select All.
- Find the Payment to be reissued and click on the magnifying glass.
- If the payment status is “Exported”, the payment must first be Failed, and the invoices should be removed from the payment. Then you can create an EFT payment by going to Payments -> Create.
- Click the
button
- Under Select Payment Method Type, choose EFT. Click Convert.
- This message
confirms this was completed.