Read this article to learn how to add a new check vendor.
To add a vendor, your role must include the permission to Manage Vendors.
- Select Vendors in the navigation menu
- Select Add Vendor
• Tip: upload a document to help pre-populate vendor info with AI - Enter vendor name, location (must be US for checks), address, email, and phone, then select Continue
- We'll show you possible network connections; Select My vendor isn’t listed here to continue manually adding
- Select No, Don’t Use ePayments to continue
- Select Check, enter or confirm vendor's address, email, and phone, then select Continue
• Tip: Select Send an email to your vendor so they can create a subscription-free BILL account to receive ePayments for invoices to save the vendor with paper check payments, but allow your vendor to connect, manage bank info, and receive ePayments in the future - Enter optional preferences for the vendor, then select Save & Add Vendor
• Tip: If you enter a Pay To name, that is the name the check will have as a payee
Things to know
- You cannot put a vendor on hold. You can Archive a vendor, which retains the bill and payment history but doesn't allow you to send new payments. When you'd like to resume payments, you can Restore an archived vendor.
- The maximum number of characters that will print in the pay to/payee field of a check is 60
- Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
- An email address is also required for every vendor to help prevent fraud and maintain the accuracy of our payment network