In WayPay, you can add payment method for suppliers in multiple ways as outlined below.
1. Suppliers who do not have a single payment method added
These suppliers can be found at Suppliers >> Manage Suppliers under Attention Needed tab. Payment method can be added in the following ways:
Select one supplier and add payment method manually and click Save
Select multiple suppliers, click Actions >> Payment Method and select one payment method that needs to be applied for all suppliers. Once the payment method is selected, update individual values for each payment method and click Save.
Request payment method either from single or multiple suppliers and click the mail icon which says ‘Send mail to contacts in selected rows’. This will send an email to the selected suppliers requesting them to provide payment information. Please note, to use this feature, you will need to have supplier’s email address.
2. Suppliers who have at least one payment method added
These suppliers can be found at Suppliers >> Manage Suppliers either under Corporation or Individuals tab. New payment method can be added in the following ways:
Request payment method either from single or multiple suppliers and click the mail icon which says ‘Send mail to contacts in selected rows’. This will send an email to the selected suppliers requesting them to provide payment information. Please note, to use this feature, you will need to have supplier’s email address. If supplier provides payment method information, this will be added as a new payment method in addition to the existing one.
Under Corporation tab, select one of the suppliers and click the pencil icon to edit the supplier record. You will be taken to the supplier profile page where you will have two tabs Supplier Profile and Payment Methods. Under Payment Methods tab you can add a new payment method, and this will be added as a new payment method in addition to the existing one.
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