Suppliers may be requested by customers to provide payment details, such as bank account details and proof of bank account. Additionally, suppliers can opt-in for payment by credit card. Up to date supplier payment information will be shared with connected customers and does not determine the method of payment disbursements.
| Note: Only designated profile Administrators can edit Company Profile information. To view user permissions, refer to Create & Manage Users. |
Updating ACH Payment Details
To update your ACH payment details, go to Profile on the left side panel > select Payments tab > click Edit.
1. If you desire to receive ACH payment disbursement, select Yes. When authorizing customers to use your ACH Banking information, you must also give authorization for customers to view your information. You can share your ACH details by, selecting All Customer or Specified Customers. If Specified Customers is selected, enter the desired connected customer in the mandatory field Add Customers.
2. If you opt-in for ACH payments, the screen will extend to enter your nominated bank account details in the mandatory fields indicated by a red asterisk.
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Note: Bank account format for U.S. is Routing Number: 9 digits Account Number: 5-17 digits |
3. Once your ACH Banking information is complete, Bank Verification is ownership proof of the bank account. The bank account verification should be a scanned bank document, such as: a statement, teller slip or pre-printed deposit slip.
To upload your document select +Create New > complete mandatory fields indicated by a red asterisk. You can share your bank verification details by, selecting All, None or Specified Customers. If Specified Customers is selected, enter the desired connected customer in the mandatory field Add Customers.
4. For credit card payment disbursements, select the applicable answer > and select Save.