Set the default payment method for Business Central

When Nordflow posts an approved document into Business Central as a supplier invoice, it attaches a payment method code. This setting defines the code used unless a document specifies otherwise.

What is a payment method code?

In BC, a payment method code tells the downstream payment job how to handle the invoice — for example, whether to issue a bank transfer, process a direct debit, or skip payment because it was already settled by card or cash. The exact codes available depend on your client’s BC configuration.

Where: Integration → Integration → Default payment method dropdown

1. Open Integration → Integration in the left sidebar.
2. Find the Default payment method dropdown near the top of the page.
3. Select the payment method code to use as the default.
4. Save.

If the dropdown is empty, the master data sync has not yet pulled payment methods from BC. Click Import ERP data in the top toolbar, then return to this page.

Caution

Avoid setting DIRECT-DEBIT as the default if only some suppliers use direct debit. A direct-debit code as default can trigger unintended pulls from your account for suppliers that should receive bank transfers. Default to bank transfer and configure direct debit per document or per supplier.

Example

A client pays most invoices by bank transfer. Set the default to their BC bank-transfer code — for example BANK-TRANSFER. The few suppliers that use direct debit or were already paid by card are handled as exceptions on those individual documents.

Cashbook text and posting line templates

Two text templates are typically configured alongside this setting:

• Cashbook text template — the text that appears in the BC cashbook entry for this payment.
• Cashbook posting template — the text that appears on the posting line in BC’s general ledger.

Both use the same %-token format as payment text templates. A common pattern is to include the invoice number and supplier name so the BC entry is self-describing at a glance.

See Set a payment text template and Set a posting line text template.

Related: Business Central integration overview · Trigger an ERP data sync · Set a payment text template