Vendors – Add/Edit Vendor
The Add Vendor option under the Administration tab can be used if you are using the auto-conversion of payments to virtual card and ACH. It allows you to add new Vendors to the system on an ad hoc basis. Enter the Vendor Information that is required (indicated by the red * beside the field box) and then click Save. Doing so triggers an automated email to be sent to the Vendor with a link to the Vendor Portal and the Registration Code required to complete the set-up to receive their payments electronically from you.
You can use this functionality only for brand new vendors. Any vendor that you have already paid will have their company information already completed from the payment data in your payment file. Existing vendor data (populated from a payment you have made) cannot be edited through this screen.