Congratulations, your customer has started using VicPay, a fast, AI-driven solution that will help them process your invoices in a timely manner, and give you control over your payment methods, as well as providing an overview of your outstanding bills.
Vendor Invitation/Communications (full article):
Email: You'll receive an invitation from enrollment@email.vicportal.ai with an Invite Code and link to the onboarding wizard.
Paper: You'll receive a mailed invitation from your customer with an Invite Code and link to the onboarding wizard.
Step 1: Create a login
URL: app.vic.ai/join
Invite Code: Enter the 8-digit invite code from your invitation email/flyer
Email Domain: Use an email address from your company from your company domain
To see a list of common error messages, visit this article.
Step 2: Invite Code Accepted
Step 3: Create a password
You'll receive an email at the email address from the prior step, with a subject line of "Welcome to Vic.ai!"
Click the "Create a password" link
Set your password
Go to https://app.vic.ai/ and log in with your username and password.
Step 4: Log into the application
You'll be greeted with the onboarding wizard.
Click the green Get Started button.
Step 5: Confirm Profile Details
Your Details
Update your name as desired. You can set it to a group name E.g. "Vic.ai Accounts Receivable" or your own.
Click green Save & Continue button.
Business Details
Fill in or update the following fields, with required fields noted by an asterisk (*):
Legal Business Name*
DBA (Doing Business As) Name
Business Email*
Business Phone Number*
Industry*
Tax ID* - one of:
Employee Identification Number (EIN)
Social Security Number (SSN)
Intl. Company Registration Number
Step 6: Select a Payment Method
Virtual Card (full article)
To select the virtual card payment method:
Click the Virtual Card icon
Click the green "Save & Continue" button
ACH
To select the ACH payment method:
Click the ACH icon
Click the blue "Connect Account" button
Follow the prompts from the Plaid account verification method
Once you've completed Plaid's connection to provide your payment details, click the "Save & Continue" button
Plaid connection widget
Plaid is a leading third-party platform for securely connecting payment platforms. For compliance, liability, fraud prevention, and KYC requirements, ACH can only be set up via the in-app tool provided by Plaid to securely pass your banking information. Click here for information about Plaid’s security measures, and click here for details and FAQs about connecting financial accounts.
Check
To select the Check payment method:
Click the Check icon
Click the green "Save & Continue" button
If you need to edit your mailing details, you can do it on the Company Profile page, found after you complete payment setup!
Step 7: Confirmation Screen
After you've selected a payment method, you'll receive this confirmation screen and a confirmation email. Congratulations, you're successfully onboarded to VicPay!
