When you request your vendor to provide their delivery details through Bill Manager, they’ll receive an email prompting them to choose their preferred payment method and enter the required information. The email your vendor receives may look slightly different depending on how you sent the request.
This guide covers:
- What your vendor sees when you request delivery details while scheduling a payment
- What your vendor sees when you request delivery details for a new or existing vendor
What your vendor sees when you request delivery details while scheduling a payment
This is how the delivery details request looks when you send it while scheduling a payment:
After selecting Choose how to get paid, your vendor is redirected to the following screen, where they can choose their preferred payment delivery method:
The information your vendor needs to provide depends on their selected payment method:
- Bank transfer – they’ll enter their ACH account and routing number
- Paper check – they’ll provide the name to print on the check and the mailing address
After your vendor enters their delivery details, the payment will be scheduled, and the estimated delivery date will be updated in your dashboard. Their payment delivery details will also be available for future payments to your vendor.
What your vendor sees when you request delivery details for a new or existing vendor
This is how the delivery details request looks when you send it while adding a new vendor or requesting details for an existing vendor from the Vendors tab. This request is not attached to a specific payment:
After selecting Choose how to get paid, your vendor is redirected to the following screen, where they can choose their preferred payment delivery method:
The information your vendor needs to provide depends on their selected payment method:
- Bank transfer – they’ll enter their ACH account and routing number
- Paper check – they’ll provide the name to print on the check and the mailing address
After your vendor enters their delivery details, their delivery method will be saved to their vendor profile and available for future payments.
That's it! You now know what your vendor sees when you request their delivery details, whether it's while scheduling a payment or when adding a new vendor or requesting details from an existing one.