Vendor Payment Info Request Template

This process helps you to streamline the process of obtaining needed banking information from a new vendor.

Vendor Payment Information Request
Vendor Bank Account Information Request workflow

Process description

Employee enters the email address from the new vendor

Vendor receives notification for information request and open the digital form

Once form is submitted, the vendor department receives notification and data is stored automatically in the vendor profile

This process can be used to obtain banking information from a new vendor or if an existing vendor’s information needs to be updated.

When run a second time, the process will automatically populate the information after the company is chosen.

When the vendor fills it out again, they can easily update any information and it will change the information in the company records.

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