How do I record an EFT payment in Softbase?

How do I record an EFT payment in Softbase?

To record an EFT payment (where you do not need to print a check and are just recording the payment in Softbase), you will typically use the manual payments tab in AP payments.

You would need to pay each vendor individually with that process, as the manual payments option has you select a single vendor.  Then you select all the applicable invoices to pay, choose EFT as the payment type and assign an EFT number for your records, then post the payment.

I have included a screenshot of how to set it up below.  I have selected my vendor in the vendor #, which populates their outstanding invoices.  I select the ones I wish to pay with that EFT transaction and then designate the payment as electronic and assign a value for the payment.  I will then post and the payment is recorded without printing a check run. To select multiple invoices, you can hold the control key on the keyboard and then click each line you wish to pay and that will allow you to choose multiple invoices at once (as seen highlighted in gray below the ones I chose).

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