Stampli

Frequently asked questions for vendors of Stampli customers

Stampli Vendor Portal FAQ

How to view and access Stampli Card payment details.

Access Stampli Card Payment Details

Payment Status

Invoice Statuses displayed in the Vendor Portal

Invoice Statuses Explained

Troubleshooting Tips

How to send inquiries on invoices, portal access, or company info directly to your customers

Sending Inquiries to Your Customer

The Stampli Vendor Portal helps facilitate invoice communications with your customers.

Vendor Portal Notifications

Payment remittance advice sent for invoices paid via Stampli

Remittance Email for Stampli Direct Pay

View vendor portal accounts for multiple customers

Managing Multiple Vendor Portal Accounts

Tips on making the most out of the free Vendor Portal

Using the Vendor Portal

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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