Change a Vendor's Preferred Payment Method in Payment Assistant

If a vendor wants to update how they receive payments — such as switching from check to ACH — you can guide them through the process.

Initial Setup

When a vendor is first paid through Payment Assistant, they’re contacted by our partner, REPAY, to confirm their preferred payment method.

Tip: If you share EFT details, Payment Assistant first offers the vendor virtual card enrollment. If the vendor doesn’t enroll and all required EFT information is complete, Payment Assistant enrolls the vendor in ACH payments.

Note: When paying individuals using Payment Assistant, those payments follow a unique process that differs from the standard process for organizations and businesses. To learn more, see Paying Individuals with Payment Assistant.

  • Options: Virtual payment card, ACH, or check

  • Contact methods:

    • Phone: 801-679-6044 or 801-762-8772

    • Email: payableshelp@repay.com

REPAY acts as an agent of your organization during this outreach.

After the vendor confirms their preference, Payment Assistant automates future communications and disbursements. Learn more about the vendor onboarding experience.

Tip: Preview how vendors are contacted when payments are issued using Payment Assistant.

If EFT details are incorrect

If ACH information doesn’t pass REPAY validation (for example, the account or routing number doesn’t match the vendor’s account), REPAY sends a check instead of holding the payment. REPAY then continues working to enroll the vendor in their preferred payment method.

How to Change a Vendor’s Payment Method

If a vendor wants to change their payment method (e.g., from check to ACH):

Vendor needs to contact REPAY directly:

Optional: Ask the vendor to notify your organization after updating their preference with REPAY. This allows you to update your vendor records and confirm the change before the next payment run.