Add, edit, archive, or restore vendors

To add, edit, archive or restore a vendor, your role must include the permission to Manage Vendors.


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Add a new ePayment vendor

  1. Select Vendors in the navigation menu
  2. Select Add Vendor
  3. Enter vendor name, location, address, email (required), and phone, then select Continue
  4. We'll show you possible network connections; Select My vendor isn’t listed here to continue manually adding
  5. Double check the vendor's email address, optionally View or edit email to edit the invite, and select Yes, Email Vendor to invite the vendor to connect and add their bank info themselves
    • Select No, Don’t Use ePayments to continue and add bank info for the vendor yourself if you have it
    • Select Bank Deposit, enter the vendor's bank info and contact info if not entered previously, and select Continue.
    • Tip: Select invite my vendor to manage their own bank info to save the manual bank info but allow your vendor to connect and manage bank info in the future
  6. Enter optional preferences for the vendor, then select Save & Add Vendor

Note: Vendor invitations expire after 60 days if not accepted.


Add a new check vendor

  1. Select Vendors in the navigation menu
  2. Select Add Vendor
  3. Enter vendor name, location (must be US for checks), address, email, and phone, then select Continue
  4. We'll show you possible network connections; Select My vendor isn’t listed here to continue manually adding
  5. Select No, Don’t Use ePayments to continue
  6. Select Check, enter or confirm vendor's address, email, and phone, then select Continue
    • Tip: Select Send an email to your vendor so they can create a subscription-free account to receive ePayments for invoices to save the vendor with paper check payments, but allow your vendor to connect, manage bank info, and receive ePayments in the future
  7. Enter optional preferences for the vendor, then select Save & Add Vendor
    • Tip: If you enter a Pay To name, that is the name the check will have as a payee

Edit an existing vendor

  1. Select Vendors in the navigation menu
  2. Select the vendor name you'd like to edit
  3. Select Edit
  4. Expand the section you need to edit
  5. Edit the vendor's information
  6. Select Save

Archive (inactivate) a vendor

  1. Select Vendors in the navigation menu
  2. Select the vendor
  3. Select the three dots next to Edit
  4. Select Archive vendor
  5. Select Confirm

For auditing purposes, archived vendors cannot be completely removed from your account, but you cannot pay an inactivated vendor.


Restore an archived (inactivated) vendor

  1. Select Vendors in the navigation menu
  2. Select Filters
  3. Select Archived under Status
  4. Select Apply
  5. Select the name of the Inactive Vendor
  6. Select Restore

Things to know

  • You cannot put a vendor on hold. You can archive a vendor, which retains the bill and payment history but doesn't allow you to send new payments. When you'd like to resume payments, you can restore the vendor.
  • Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
  • An email address is also required for every vendor to help prevent fraud and maintain the accuracy of our payment network
  • The maximum number of characters that will print in the payee field of a check is 60