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:
- Navigate to the relevant vendor profile
- Click on the arrow on the Payments tab
- Select Payment Details from the drop-down menu
- Locate the payment details that you would like to validate
- Hover over the more icon beside the relevant entry
- Select View from the drop-down menu
- Review the payment details
- (Optional) Enter a reason for the outcome in the field provided
- 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.