Add details to an existing Vendor profile or invite the Vendor to the Vendor Portal to update their details.
To update an existing vendor’s payment information manually:
- Go to the Vendors page.
- Locate the Vendor.
- Click Edit ACH Details to update ACH Payment details.
- Click Edit Check Details to update Check Payment details.
- Click Edit Details to update Contact & Tax Info.
- Fill in the corresponding details.
Email notifications will be sent to Admins and Vendors with the details of the updated Vendor Information.
If the details for both ACH transfer and Check Payment is available in Airbase, the vendor will be paid using ACH transfer.
To delete the Vendor's payment details, click the three dots on the corner of ACH Details and Check Details section, and choose to remove the details.
Alternatively, click the Invite to Airbase option at the top of the Vendor Details page to invite the vendor to enter or update information themselves via the Vendor Portal.