Overview

Use the Payment Settings screen to indicate payment preferences for AR and AP Payments.

AR Payments

Payment information includes the following:

• Select a Global Default Payment Processor - The Global Default Payment Processor will be used to process PaymentSITE (Sola) and Payment Link (Stripe) payments if no Payment Processor is set on a Billing. If no default payment method exists on a Customer Account, the Receive Payment and Create Payment intermediate screens will default to the Global Payment Processor that is selected in this screen.
  Important: A Global Default Payment Processor must be set. Otherwise, if a Global Default Payment Processor has not been set, a warning message will display when you attempt to make payments.
• Payment Link Configuration (Stripe only): Payment Link uses your Accounting Seed Hub authorization. Starting with Winter '27 Preview, you configure Payment Link by authorizing the Accounting Seed Hub from this screen.
• Connected Accounts: the ability to connect Stripe has moved to the Payment Processors screen. See Connect to Stripe.

Note: If you are using Sola for payment processing, refer to the Payment Processing using Sola section.

AP Payments

Payment information includes the following: (Note: These settings are only applicable if you are using AP Automation.)

• Select a Default Payment Services Ledger - the Default Payment Services Ledger will be used when payments are automatically processed using Payment Services (an invoice-to-pay integration service).
• Set Cash Disbursement to Approved – this setting will be used with Payment Proposals to automatically set Cash Disbursements that are created to a Posting Status of Approved. If you do not want the Posting Status on Cash Disbursements that are created from approved Payment Proposals to automatically be set to Approved, turn off this setting.

In this article:

• Select a Global Default Payment Processor
• Configure Payment Link
• Select the Default Payment Services Ledger
• Set Cash Disbursement to Approved

AR Payment Settings

Select a Global Default Payment Processor

Selecting a Global Default Payment Processor needs to be performed for both Sola and Stripe.

Note: In order to select a Payment Processor in this screen, at least one Payment Processor record must already exist in the Payment Processors screen.

1. Navigate to Accounting Home and click the Setup tab. Then, under the Utilities menu, click Payment Settings. The Payment Settings screen displays.
   
   
   
   
2. Click the Pencil icon to edit the information.
3. Search for and select the appropriate Payment Processor to use as the Global Default Payment Processor.
   
   
   
   
4. Click Save.

Configure Payment Link

Payment Link lets you email customers a payment URL for a Billing. Starting with Winter '27 Preview, Payment Link uses your Accounting Seed Hub authorization to connect to Stripe. The Payment Link Configuration section shows the Hub Username of the user who authorized it.

To configure or reconfigure Payment Link, see Step 4 in Connect to Stripe. For more about this change, see Stripe Payment Link Connects Through Accounting Seed Hub.

AP Payment Settings

Default Payment Services Ledger

Important: If you are using Payment Services as a part of AP Automation with Repay, leave the Default Payment Services Ledger field blank.

Set Cash Disbursement to Approved

The Set Cash Disbursement to Approved setting automatically defaults to “On.” Therefore, when a Payment Proposal has been approved, Cash Disbursements that are created will automatically have a Posting Status of Approved. If you do not want the Posting Status on Cash Disbursements that are created from approved Payment Proposals to automatically be set to an Approved Posting Status:

1. Click the Pencil icon to edit the information.
2. Click this toggle button to change the setting to “Off.”
   Note: When this setting is turned “Off,” the Posting Status on Cash Disbursements that are created from approved Payment Proposals will be set to the default Posting Status that is configured on your org.
3. Click Save.

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