After signing up for Airbase Vendor Portal, find your account information, address, tax details, files, and invoices on the Vendor Portal.
Your customer processes payments based on the information available here.
Make changes to the information available here at any time.
Payment Details
ACH Details
The following details are required to accept ACH payments:
- Bank Name.
- Name on Account.
- ACH Routing Number.
- Account Number.
- Account Type: Select either Saving or Checking based on the type of account you hold with the bank.
Click Edit to make changes to the ACH Details. Validate the two-factor authentication by entering the one-time password.
Airbase will validate the details in Account Info. The validation process will take three business days.
If the details are incorrect, you will receive an email notification with the option to update your Vendor Profile with the correct details.
Check Details
The following details are required to accept Check payments:
- Address.
- Pay to.
This is exclusive for Vendors with bank accounts in the US.
Click Edit to update Payment Details for vendors. Validate the two-factor authentication by entering the one-time password.
- If you accept payments via Check, ensure that the ACH payment fields are left empty.
- If both ACH payments fields and Check payment fields are filled in, Airbase will pay you via ACH by default.
- Pay to is the name that will appear on the Check issued. Ensure that the name in this field matches the bank records.
- The Pay to field has a character limit of 40.
Bank Country and Currency
Update your bank country and currency in Airbase Vendor Portal. The Change Country / Currency option on the right-top corner of the My Profile page will help make the changes.
If your bank country accepts multiple currencies, like the UK where you can accept payments in both EUR and GBP,
- Click the Change Country / Currency option.
- Enter the OTP sent on your mobile number for verification.
- Select the currency of your choice.
- Click Next to confirm the change. You can choose USD as your invoice currency irrespective of the country.
If you want to change the banking country:
- Click the Change Country / Currency button on the right-top corner of the My Profile page to initiate the process.
- Enter the OTP sent on your mobile number for verification.
- Select the country from the drop-down.
- Select your preferred currency. You can choose USD as your invoice currency irrespective of the country.
- Click Next to proceed.
- You will be redirected to the onboarding page where you need to enter your banking information.
Follow the instructions on the page to proceed. The banking information you need to enter will be listed based on your banking country and invoice currency.
Customers will continue to make payments to your existing bank details while you update the information. Once the onboarding is complete and new bank details are saved, all of your customers will be able to view them. Your transaction history won’t be affected.
Basic Details
Contact Info
Click Edit under Contact Info section to update your contact information, such as your name, phone number, email, and address.
Tax Details
Upload tax forms, select the relevant tax ID type, and save the tax ID details, such as the Legal Name and Tax ID, to initiate the tax ID validation.
- Multiple tax forms can be uploaded simultaneously.
- A combination of Legal Name and Tax ID is required to initiate the tax ID validation.
- Uploaded tax forms will reflect under the Tax Details and in the All files section.
Notifications
Update your Payment Notification Email to receive all the payment-related updates, such as payment confirmations from Airbase. In the absence of a Payment Notification Email, you will receive all the payment notifications on your primary email by default.
Click Edit to update Basic Details for vendors.
Airbase will send an email to confirm if the account details were updated by you as an added layer of security.
Open Invoices
The invoices that are yet to be paid by your customer are listed here.
Payments In
All the paid invoices are listed here.
Files
Upload all the relevant files like the W9 and customer contract.
If more than one customer uses Airbase Vendor Portal for ACH and Check payments, you can create multiple Vendor Profiles and switch between the accounts.