Do you not have your vendor’s payment delivery details, or are you unsure how they prefer to receive payments? Accounts Payable makes it easy for you to request your vendor's payment details, so they can receive payment exactly as they choose.
❗Important notes:
- Payment delivery time depends on when your vendor fills out their details. Once they do, you’ll receive an email notification with an estimated time of delivery, based on typical delivery timelines.
- When submitting a payment to a vendor for the first time, we may need a bit of extra time to review the payment. Schedule these in advance to avoid any delays.
This article covers the following topics:
- How to request payment details:
- When does the payment link expire?
- Can I request payment info for vendors I’ve paid before?
How to request payment details from your vendors
Vendor payment details can be requested in two ways:
Requesting payment details from a new vendor
1 - Start adding a new vendor or scheduling a payment.
2 - When asked how your vendor would like to receive payment, select Not sure? Let the vendor choose.
3 - Enter your vendor’s email address (mandatory) and phone number (optional).
- If you are just adding a vendor:
a. Select Save and close to send the request.
b. Or select Save and add bill if you want to proceed with adding a bill.
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If you are scheduling a payment:
a. Select Save and continue.
b. Select the payment deduction date from the calendar and continue with the payment as usual. The request will be sent after you complete the payment scheduling.
Please note: You’ll see a note under the payment deduction date indicating by which day your vendor needs to provide the payment details to ensure timely payment.
That’s it. Your vendor will get an email asking them how they’d like to get the payments. The message will include your details so they can easily recognize who it’s from. Learn more about what your vendor sees.
You can also share this article with your vendor on how to accept payments.
Requesting payment details from an existing vendor
1 - From the Pay dashboard, select the Vendors tab.
2 - Select the vendor from whom you want to request payment details.
3 - On the Vendor details page, locate the Delivery methods section.
4 - Select Send request next to Request delivery details.
Please note: If we don’t have your vendor’s email, you’ll see a pop-up message. Enter their email and select Send request.
That’s it! Your vendor will get an email asking them how they’d like to get the payments. The message will include your details so they can easily recognize who it’s from. Learn more about what your vendor sees.
You can also share this article with your vendor on how to accept payments.
When does the payment request link expire?
The link remains valid for 7 business days. If your vendor does not submit their details within this timeframe, any scheduled payment will be canceled, and you’ll receive an email notification.
Can I request payment info for vendors I’ve paid before?
No worries! You can still send your vendor a request to update their preferred method of payment. Their response will be saved for all future payments and updated automatically after they submit the delivery details.