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How to Request Vendor Payment Details
How to Request Vendor Payment Details
Cassie Crail avatar
Written by Cassie Crail
Updated over 2 years ago

Securely request payment information directly from your vendors.

  1. Navigate to the desired vendor

  2. Select the Settings tab

  3. Under Payments select Request from Vendor

  4. A pop-up will not have you submit the Name and Email of the vendor contact

  5. Click Request

  6. Your vendor will now receive a secure link to submit their payment information

  7. Once completed the user who requested the information will receive an email

Below is the request form your vendors will see:

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