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How to Request Vendor Payment Details

Written by Cassie Crail

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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