To change the payment method and pay later:

  1. In Records, Invoices, open the invoice.
  2. Select the Invoice tab.
  3. Select the appropriate payment method from the Payment Method drop-down menu.
  4. Save and close the invoice.

 To change the payment method while paying the invoice:

  1. In Records, Invoices, open the invoice.
  2. Select the Payments/Credits tab.
  3. Click Pay Now.
  4. Select the payment type (Computer check number, Manual check number, or Bank draft number) from the drop-down menu. Enter the number.
  5. Complete any other payment information.
  6. Click Record and close.

To change the payment method after invoice has been paid:

  1. Void the payment.
  2. Create the payment again using the correct payment method.
To globally change the payment method on a group of invoices that have not been paid::
Note: Before you proceed with the following global instructions, we recommend that you back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
  1. In Accounts Payable > Administration > Globally Change Records > create a new Invoices change
  2. On the General tab > select "Payment method"
  3. Change the operation to "Replace"
  4. Select what to replace and what to replace it with in their respective fields (e.g. Replace Check with Bank Draft)
  5. Click Ok
  6. On the filters tab, filter on the desired invoices by selection or by query
  7. Click Preview Changes to view the list of invoices to be changed
  8. Select or deselect invoices as needed
  9. Click to change now