When you request a vendor to provide their payment delivery details, they’ll receive an email prompting them to choose their preferred payment method and enter the required information.
This article shows examples of what your vendors get when you request their payment delivery details.
The email a vendor receives may look slightly different depending on whether you sent the request while scheduling a payment or from another place, such as when adding a new vendor or requesting details for an existing one from the Vendors tab.
For more information on requesting payment details from your vendor, refer to this article.
How payment details are requested during payment scheduling
This is how the payment details request looks when you send it while scheduling a payment:
After selecting Accept payment, the vendor is redirected to the following screen, where they can choose the payment delivery method:
Please note:
The information the vendor needs to provide depends on the selected payment method:
- Bank account – they’ll enter their bank account details
- Paper check – they’ll provide a delivery address
- Virtual card – they’ll enter the email address where they want to receive the card details
After the vendor enters their payment details, the payment will be scheduled, and the estimated delivery date for the payment will be updated in your dashboard. Their payment delivery details will also be available for your future payments, simply by selecting this vendor when scheduling the next payment.
How payment details are requested from existing vendors or when adding new ones
This is how the payment details request looks when you send it while adding a new vendor or requesting details for an existing one from the Vendors tab:
After selecting Add payment details, the vendor is redirected to the following screen, where they can choose the payment delivery method:
Please note:
The information the vendor needs to provide depends on the selected payment method:
- Bank account – they’ll enter their bank account details
- Paper check – they’ll provide a delivery address
- Virtual card – they’ll enter the email address where they want to receive the card details
After the vendor enters their payment details, it will be available for future payments.