How to Onboard Vendors for Payment Through Docyt?

To streamline payments to your vendors, Docyt provides a secure and efficient way for vendors to submit their banking details via a Vendor Onboarding Link. This setup enables

Step-by-Step: Sending the Vendor Onboarding Link

1. Log in to Your Docyt Account

Go to Docyt and log in with your credentials.

2. Navigate to the Vendors Tab

Navigate to the Expense module, click on the Vendor Tab

3. Select or Add a Vendor

1. If the vendor is already listed, click on their name.

2. If not, click “Add /Import Vendors” and enter their details

4. Send the Onboarding Link

1. Click on the three dots (…) on the right end of the vendor name

2. Within the vendor's profile, you’ll find the option to “Invite Vendor”

3. Provide an email to invite the vendor to Docyt

What will the vendor see?

When vendors click the onboarding link, they will be guided through a secure setup flow where they can:

1. Provide their bank information

2. Select their preferred payment method (ACH or check)

3. Confirm their contact details

Once submitted, their payment method is stored securely and ready to be used for future payments.