If a Vendor does not exist in Viewpost
- Add the vendor to your next payment file
- They will be routed to Viewpost for enrollment
- We are working on a way to add vendors before they get paid, and will let you know as soon as that work is completed.
If the Vendor does exist in Viewpost and you are inviting them for the first time for Virtual Card
- Navigate to the Network Tab
- Find the Vendor
- Select Payment preference
- Invite them
If the Vendor does exist in Viewpost and needs to add banking information
- Navigate to the Network Tab
- Find the Vendor
- Select the 3 dots to the right of the vendor
- Select ‘Setup Vendor Email’
- Select the option you would like to choose for your vendor along with their contact information
- The vendor will receive an email invitation with the next steps to join.
- For security purposes they will add their own banking information.
- Please do not send ACH instructions via email
- At this time we only support domestic ACH
- Instructions and screenshots can be found here: https://support.viewpost.com/hc/en-us/articles/205754557-How-Do-I-Register-a-Bank-Account
- If they have added banking information, but you do not yet see the ability to pay them electronically: https://support.viewpost.com/hc/en-us/articles/4408679727891-Stages-of-ACH-Invitation
