Setting up vendors for online bill pay

Alerts and notices
  1. If you haven't already done so, enable the online bill pay feature.
  2. Choose Setup > Vendors.
  3. Select the vendor (Trade and 1099 Recipient types only) for which you want to set up the online bill pay capability, and then click the Edit button.
  4. In the Main tab, select Online Bill Pay from the Method field in the Payment Preferences section.
  5. Click the Online Bill Pay tab. Note that this tabbed page is available only after you enable the online bill pay feature for at least one of this client's active bank accounts.
  6. Click the Ellipsis button button next to the Vendor field to open the Kotapay Vendor List dialog.
  7. Mark the checkbox in the first column for the Kotapay vendor to which you want to link this vendor, and then click OK.

    Note: If your vendor is not listed in the Kotapay Vendor List dialog, click the Kotapay Vendor Transmission link above the grid to submit your vendor's information to Kotapay for approval.

  8. Verify the address, phone, and email information in the Online Bill Pay tab of the Vendors screen, and then click Enter to save the vendor information.

See also: Online Bill Payments, overview of setup and processing steps