> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-features/payment-automation/managing-preferred-payment-methods.md).
# Managing Preferred Payment Methods
### Abstract
In **Charted Payment Automation*****,*** managing preferred payment methods ensures that vendor payments are processed accurately and according to vendor and company preferences. By designating a preferred method for a specific payee, administrators can control payment method.
Controlled preferred payment method is especially useful for businesses handling multiple vendors with varied payment needs.
### Reviewing and Changing a Preferred Payment Method
Payment Automation will use the preferred method when releasing payments. If you need to change the payment method prior to release, you can do so by changing the preferred payment method on the payee prior to release.
Follow these steps to manage **Preferred** **Payment Methods**:
1. Begin by hovering over the **Charted** menu, then **AP Automation**, and clicking the **Home** tab:
2. **Next**, click the **Payees** option on the left navgiation menu to open the **Payees** list:
3. To start the review process, click the specific vendor with multiple payment methods and locate the **Payment Methods** section. The preferred payment method will be indicated with a green **Preferred** tag next to the payment method name.
4. To switch the preferred Payment Method, select the three-dot action menu ( **. . .** ) and click **Set Preferred**
This concludes the process for managing preferred payment methods, the default payment method used at time of release.
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