Required Vendor Info for a Payment Run

It's important to have vendor records that can process with Payment Assistant. Ensure your vendor records include all required details, including:

  • Vendor address, including city, state, and zip code.

    Note: Currently, Payment Assistant can only process invoices with a United States remittance address.

  • Vendor customer number

  • Vendor contact information, including phone number

    Optional - We recommend you also complete the vendor email address, payee name, and primary contact first and last name.

Phone Number and Email Address Formats

For payment runs, phone numbers and email addresses on vendor records need to be formatted correctly. First, we recommend you update your phone type defaults.

  1. From Control Panel, select Fields and tables.

  2. Select Tables tab.

  3. Find and select Phone Type.

  4. For each phone number type you want to use with Payment Assistant, edit the type and select "Telephone number" for the Phone number type.

  5. For each email address type you want to use with Payment Assistant, edit the type and select "Email address" for the Phone number type.

Then, ensure the contact info phone number is formatted correctly. Currently, the following phone number formats are supported:

  • XXXXXXXXXXX i.e., 15555555555

  • X-XXX-XXX-XXXX i.e., 1-555-555-5555

  • X XXX XXX XXXX i.e., 1 555 555 5555

  • X.XXX.XXX.XXXX i.e., 1.555.555.5555

  • X (XXX) XXX-XXXX i.e., 1 (555) 555-5555

The country code is optional, but will default to 1 if not included.