After you've onboarded to VicPay, you can continue to invite unconnected or brand new vendors to set their preferred payment method, see remittance information, and self-serve the status of their sent bills.
Check Vendor Connection Status to VicPay
On the Invoices tab, you'll see the connection status of a vendor to VicPay by looking at the icon in the top right of the field.
Green icon: Vendor is onboarded to VicPay
Orange Icon: Active invitation has been sent to VicPay
Grey Icon: No active invitation to VicPay
Send/Resend Vendor Invitation to VicPay
To send an invite to an unconnected vendor or one with an outstanding invitation follow these steps:
Click into the vendor record on the Invoices tab
Click Connect to Vendor or Resend Invite
Review the vendor's information. If there is a matching global vendor record already on VicPay, you will see possible matches. Otherwise, click Invite Vendor
Enter in required and desired optional information.
Name and email address are required fields.
Phone number is optional and used for phone outreach.
Message: This will be added into the body of the VicPay vendor invitation email, use it to personalize your outreach and get them signed up!
Click Invite Vendor
Email Domain: For security purposes, each vendor has an allowed email domain. An email will be sent to any valid email, but if there is a mismatch between the invitee email address and the allowed email domain, they'll receive an error when onboarding onto VicPay. They may contact Vic.ai Vendor Support for additional assistance.