Adding new vendors

Jump to:

• Add a new ePayment vendor
• Add a new Virtual Card vendor
• Add a new check vendor
• Things to know

Add a new ePayment vendor

1. Select Vendors in the navigation menu
2. Select Add Vendor
3. Enter vendor name or upload a document such as a contract, W-9, or invoice, and we'll pre-populate any vendor AI can identify.
4. We'll show you possible network connections; Select My vendor isn’t listed here to continue manually adding
5. Double check the vendor's email address, optionally View or edit email to edit the invite, and select Yes, Email Vendor to invite the vendor to connect and add their bank info themselves
   • Select No, Don’t Use ePayments to continue and add bank info for the vendor yourself if you have it
   • Select Bank Deposit, enter the vendor's bank info and contact info if not entered previously, and select Continue.
   • Tip: Select invite my vendor to manage their own bank info to save the manual bank info but allow your vendor to connect and manage bank info in the future
6. Enter optional preferences for the vendor, then select Save & Add Vendor

Note: Vendor invitations expire after 60 days if not accepted.

Add a new Virtual Card vendor

1. Select Vendors in the navigation menu
2. Select Add Vendor
3. Enter vendor name or upload a document such as a contract, W-9, or invoice, and we'll pre-populate any vendor AI can identify.
4. Under Virtual Card Payment Option, toggle Virtual Card enabled to on
5. Enter the Remittance email - when you pay by Virtual Card we‘ll send your vendor a Virtual Card number to this email address. Always be sure to double check your remittance email to ensure you‘re sending payment to the right place
6. Select Make this my vendor‘s default payment method if you want Virtual Cards to be the default for this vendor
7. Select an Alternate Payment Method
8. Enter additional vendor details
9. Select Save

Add a new check vendor

1. Select Vendors in the navigation menu
2. Select Add Vendor
3. Enter vendor name or upload a document such as a contract, W-9, or invoice, and we'll pre-populate any vendor AI can identify.
4. Select to pay vendor with paper check
   • If an email address is entered for the vendor, check the Invite vendor to fill out vendor profile box to send an invitation to the vendor after they are saved, inviting them to create a free BILL account to receive ePayments
5. Enter Payment Information
   • Pay to name is the name we will use as the payee on the check
   • Payment Notification Email is the email address we will use to let the vendor know when a payment is on the way
6. Enter additional vendor details
7. Select Save

Things to know

• The options to select ePayment or check will be hidden if not supported, ie: international vendor
• Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
• The maximum number of characters that will print in the pay to/ payee field of a check is 60