By default, Corpay One automatically reads the payment details written on the invoices you add to Corpay One. In some cases, however, an invoice is missing payment details, or you want to pay the vendor using payment details other than the ones written on the invoice.
There can even be cases where several sets of payment details are listed on the invoice, and in those cases it is useful to be able to decide for yourself which payment details should be used for the payment.
Luckily, you can choose which payment details Corpay One should use to pay a given vendor going forward. You can read more about that below.
Default payment details for vendors should not be confused with your company's payment methods. Corpay One withdraws the amount for a payment from your company's payment method (bank account), but makes the payment to the vendor's account using the payment details written on an invoice
How to choose default payment details for a vendor
1. Go to Bill Pay > Vendors in the menu on the left, and click the vendor you want to choose payment details for.
2. Then go to Edit vendor details
3. Now enter the fixed payment details you want for the vendor. Note that you also need to enter various details about the vendor's bank here. Click Save to continue.
4. You will now be asked to confirm this change to the vendor details. Here you also need to choose whether the default payment details should apply to existing, unpaid invoices from the vendor as well, or whether those existing invoices should be paid using the payment details that were read from them.
Click Approve to save the changes.
That's it!đ Invoices from that vendor will now be paid using the payment details you have specified. In other words, Corpay One will ignore the payment details written on invoices from the vendor.