Note: Depending on if you are a Canadian or USA client the information will differ slightly.
Please ensure to have the following information from your vendor to successfully complete a bill payment using Airwallex.
Payment method name
Payment method type
Payment method currency
Payable to
Routing number
Account number
Payee name
Transit number
institution number
Steps:
You must have the role of Accounts Payable or have custom access to Manage Payees to perform the following steps.
Navigate to Accounts Payable
Select Manage Payees
Select the applicable Vendor
Click + Add payment method
Include and select the following:
Payment method name
Select a Payment method type
Currency
Payment Method types for USA
For the Payment method type you have the option to select one of the following options:
Procurify ACH
Include the routing number, payee name, vendor account number, bank account holder name, bank name, street address, city, state, zip code and country.
Procurify Wire
Include the routing number, payee name, vendor account number, bank account holder name, bank name, street address, city, state, zip code and country.
Procurify Check
Include the Payable to information.
Payment Method type for Canada
Procurify EFT (CAD only)
Include the Bank account holders name, bank name, institution number, transit number , account number , payee name vendor street address, city, province and postal code.
Once the payment details have been added select Add payment method
Importing Vendors via CSV
If you are importing vendors via CSV, please ensure the fields labeled Yes are filled in as they are required.
