How to Select a Payee and Payment Method

Select the person or organization receiving the payment, then choose how the business paid.

1. Open the Payee list and select the correct record.
2. If the payee is missing, choose Add New Payee, save it, and then select it.
3. Choose the actual payment method used for the expense.
4. Enter the amount and review the details before saving.

The payee is required. Accurate payment-method selection makes register activity and financial review easier to reconcile.