Update Vendor Portal Account – Airbase

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 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.

Airbase will validate the details in Account Info. The validation process will take 3 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.

Important

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.

Note

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 & Tax Info

Add your contact information- your Name, Phone Number, and Email, as well as your Tax ID.

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 specific vendor information such as Payment Details and Basic Details.

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.

Note
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.

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