How to validate payment details

You can view and validate the payment details that have been submitted by a vendor as part of their onboarding application. Payment details are pending until actioned by a member of your organisation.

• Once an outcome has been selected it cannot be changed. Ensure you review all details before approving or declining a vendor's payment details.

• Vendors do not see the validation outcome or comments associated with their payment details. These are intended for your organisation's reference only.

Validating a vendor's payment details

To validate a vendor's payment details:

1. Navigate to your Vendors > View all vendors from the main menu.
2. Locate the vendor you want to validate the payment details by using the quick search or filters.
3. Click on the vendor Name or hover over the ‌ellipsis icon and select View Profile from the options.
4. Click on the Payments tab and select Payment Details.
5. Locate the payment details that you would like to validate.
6. Click on the Account Name to view the payment details.
7. Review the payment details.
8. In Additional Details section, enter a reason in the Validation or Decline Reasoning text box.
9. Click on the appropriate button to Decline Payment Details button or Approve Payment Details button.

Felix has a High-Risk Activity notification which will alert organisations when a vendor has updated both their password and payment details within a short period of time which may indicate an unusual or suspicious activity.