Submitting USA Bank Information in the Vendor Portal

Before receiving payments from your customers, you must add your USA bank account details in the Corpay Complete Vendor Portal. This article explains how to add your bank account information to the Vendor Portal so that customers can submit payments.

NOTE: Vendors need sponsorship from a Corpay Complete purchaser or customer to access the Vendor Portal. For details on access the Vendor Portal, see the First-Time Access to the Corpay Complete Vendor Portal article.

1. Log in to the Corpay Complete Vendor Portal.
2. Access the Banking Information page using one of the following methods:
   1. Click the Payment Methods link from the Profile Completeness pane.

      

   2. Select the Banking menu item from the left-side navigation pane.

      

3. Click the + Banking Method button on the Banking Information pane.

4. Select a payment type from the Payment Type drop-down.

5. Complete the following steps based on your chosen payment type:
   1. ACH – Bank Account (USA):
      1. Click either the Automatic (Preferred) or Manual button to upload your ACH information.
         • If Automatic (Preferred) is chosen, click the Verify Account button to be directed to a third-party page for account verification.

           

         • If Manual is selected, enter the Account Holder (name or corporation), Account Number, Account Type, Bank Routing #, Bank Name, and Delivery Method. You may also add the first line of the Bank Address, City, State, and Zip Code.

           

   2. Credit Card:

      NOTE: Choosing the Credit Card payment method means you accept credit cards for invoice payments and can process card-not-present transactions. By selecting this option, the Corporate Cards section of this portal will be enabled, allowing purchasers to securely provide their card payment information.

      1. Enter the merchant name in the Merchant Name field.
      2. Enter the merchant ID in the Merchant ID field.
      3. Select the contact(s) who will have permission to view this card.

      

6. Select the Default for future invoice payment method checkbox to set the selected payment method as your default payment method.
7. Select the Submit button to add the payment method.

8. In the Linked Payment Methods section, select the new payment method from the Select Account field.

NOTE: Your customer cannot make a payment unless the Select Account field is completed.