Skip to content

Funding methods and vendor payment methods

What it does

Two things have to be in place before money can move: an account of yours for the money to come from (a funding method), and a way for the vendor to receive it (their payment method).

How to use it

Add a funding method

  1. Click Settings in the sidebar, then the Funding methods tab.
  2. On Funding payment methods, click Add funding method.
  3. Fill in a Display name — something you'll recognise on the pay screen, like Operating account.
  4. Pick the Funding method type, such as ACH bank account.
  5. Click Add funding method.

It appears in the list with the last few digits shown, like Operating ••0011, and is offered when you pay bills. Add as many as you need and pick between them at pay time — see Paying bills.

Add a payment method for a vendor

  1. Open the vendor from Vendors.
  2. Find the Payment methods panel.
  3. Fill in a Name and pick a Type, such as Bank account.
  4. Click Add.

Ask a vendor to set themselves up

For most payment methods the vendor has to supply their own banking details, which they do themselves — you never handle them.

  1. On the vendor's payment-methods panel, click Generate vendor link. That emails them a link of their own. (If they've had one already and haven't acted on it, use Send reminder instead.)
  2. They open the link and land on a page headed Complete your payout onboarding, with your vendor's name on it.
  3. They work through Business details, Representative, Payout bank and Authorization, choosing Company or Individual as it applies to them. A checklist beside the form tracks what's still missing.
  4. They accept the agreement and click Submit onboarding. They see a confirmation that their details were submitted.

The panel also offers Send onboarding invite, tucked behind Prefer Stripe-hosted onboarding?. That sends the vendor somewhere else entirely, so the steps above won't match what they see — pick one route and stick to it.

If your vendor would rather give you the details another way, you can fill the same form in on their behalf. Click Onboard in-app on the panel and you'll get the Onboard payment method page, with the same four sections and a checklist beside them.

Once it's done the vendor's payment method reads enabled, and their bills can be selected on the pay screen.

How BotDoPay picks a destination

Each vendor has a default payment method. When you pay, BotDoPay routes to that. If it can't be used, it picks another one the vendor has set up and tells you on the confirm screen — Default unavailable — routing to …. You can override the choice per vendor with the change control on the confirm screen.

Troubleshooting & Help

  • A bill can't be ticked and says "Not onboarded." That vendor hasn't finished setting up how they get paid. Click Not onboarded to go to their page and send them a link.
  • The vendor says their link doesn't work. Onboarding links expire and can only be used once. Send a fresh one from the vendor's page.
  • "Full SSN (9 digits)." On the individual path the whole nine-digit number is needed. Type all nine digits.
  • You can't see the Funding methods tab. Only some accounts can set up funding. Ask an admin at your company.
  • A funding method isn't offered at pay time. Check it's finished setting up on the Funding methods tab, and that its type suits the bills you're paying — check payments, for example, need a check account.