Supplier Portal and Payment Profile

Modified on Tue, 11 Jun at 2:27 PM

Summary: The supplier portal enables your suppliers to view open invoices and review, complete, and update their own payment details, helping you convert more vendors to electronic payments. 

Required Permissions: Modify the supplier profile

Navigation: 'Manage payables > Suppliers'


Request for a payment profile

Request that vendors review, complete, and update details on check, ACH, and credit card payments to convert more vendors to electronic payments. 

  • Click on the ‘Request Payment profile’ action in the ‘Suppliers’ tab.
  • Suppliers with payment profile status ‘-’ have not yet been invited to complete their payment details. 

  • If incomplete, you can specify the contact details of suppliers to whom the request should be sent.

  • Review and modify the email template that will be sent to the supplier.

  • After confirmation, the email is sent to the supplier and the Payment profile status is set to ‘Requested update’.
  • The request will be sent from

  • If the supplier does not update the payment profile, Centime will automatically follow up after 5 and 10 days. 
  • You can always remind your suppliers by clicking on the ‘Request Payment Profile’ action again. You can also copy and share the supplier profile link from the Payment tab in the supplier profile. 

How to review a payment profile

  • You will receive an email when the supplier updates the payment profile on the Supplier Portal. You can click on the Review button on the email to log in to Centime and review the changes. 
  • Alternatively, the user can go to Suppliers tab and filter all suppliers with Payment profile status ‘Review profile’.

  • The user should be able to click on the pencil icon to review the payment details received from the supplier.

  • On the popup to review the payment details, the user should be able to update the default payment method used for making the invoice payments to the supplier and click on ‘Update’. 

  • Going forward, all the invoices will be paid to the supplier using these updated payment details.

Auto-accept payment details received from the suppliers

Navigation: Settings > Payables > Payment Settings 

In order to auto-accept payment details received from the suppliers for Check, ACH and Credit card payments, you can update the setting under ‘Require explicit acceptance of supplier profile changes for the following payment methods’ section on Payment settings page.

Going forward, payment details received from suppliers will be auto-accepted and an email will be sent to the users. 

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