If your customer is using Stampli Direct Pay to pay your invoices, you will have the ability to enter or update your payment details – such as billing address or banking information – on the Vendor Portal.
You can make updates to the following information in your Vendor Portal:
Billing Address
Tax ID
Preferred Payment Method
Bank Account Information
Note: You must have Full Access permission to the Vendor Portal in order to make updates.
How to Update Payment Details in the Vendor Portal
To update payment details in your portal:
Log in to your Vendor Portal.
Navigate to the Account tab in the top menu of your Vendor Portal.
Click the Edit Fields button associated with the information you'd like to edit – ie. Vendor Details or Payment Details
Enter the new or updated details into the relevant fields.
Click Save.
Once saved, a confirmation request and in-app notification will then be sent to your customer. They'll need to confirm the updates before the new payment information can be used for payment.
Note: Changes that are still awaiting confirmation will be tagged with a notice alert (*For your attention: Your Changes were sent and are pending approval). You'll also be able to view who made the last update and when it was made.
Other Ways to Manage Payment Information
In addition having the power to make payment updates independently in your Vendor Portal, you might also a few payment update prompts from your customer in your Vendor Portal that require action.
Additional ways to manage payment information in the portal:
Complete any update requests sent by your customer. Your customer can send you requests to add or update your payment information. When a request has been made, you'll get a notification in the Inquiries tab of your Vendor Portal.
Confirm any updates to payment details made by your customer. When a customer updates payment information associated with your vendor account, you'll be notified via email and the Inquiries tab in your Vendor Portal. Before the updates can be used for payment, you'll need to confirm the updates via the screen prompts. You'll also have the opportunity reject changes or ask follow-up questions at this time.