Updating Vendor Details

In Zenwork Payments, vendors are categorized as Billable or Non-Billable based on their billing activity during a given billing cycle.

A vendor is considered Billable when at least one bill is processed during the billing month.
A vendor is considered Non-Billable if no bills are processed during the billing month.

The Vendors page displays detailed information such as:

To update the vendor details, perform the following steps:

1. Navigate to the Payers dashboard.

2. On the All tab, select and click the payer you want to view the details for.

The single payer dashboard appears.

3. On the payer Overview page, under Initiate Your First Payment, click Update Vendor Details.

From the left pane, under Accounts Payable, select Vendors.

The Vendors page appears.

Note: The Initiate Your First Payment panel appears for each payer until their first bill is successfully created.

4. (Optional) Click and expand Add Vendor, and then select one of the options from the list to add more vendor(s).

For more information on adding vendor, see Adding Payers and Vendors.

5. From the vendors list, click the vendor name to update the vendor details.

The Vendor Profile page appears.

6. Verify the vendor details and click the

Edit icon to edit the missing details.

7. Update the missing details.

8. (Optional) Turn on the Request W-9 Form toggle to send an invitation to the vendor to submit their W-9 form.

Note: For more information on submitting the W-9 Form from xForce portal, refer Zenwork xForce User Guide.

9. Click Save.

The vendor details are updated successfully.