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.

Validate a vendor's payment details

To validate a vendor's payment details:

  1. Navigate to the relevant vendor profile
  2. Click on the arrow on the Payments tab
  3. Select Payment Details from the drop-down menu
  4. Locate the payment details that you would like to validate
  5. Hover over the more icon beside the relevant entry
  6. Select View from the drop-down menu
  7. Review the payment details
  8. (Optional) Enter a reason for the outcome in the field provided
  9. Click on the appropriate button to Validate or Decline the vendor's payment details

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

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

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