The RazorpayX Vendor Portal is a platform created for your vendors where they can upload the invoices and receive updates of the payment upon your invitation. You can:
Automate the collection of invoices from different vendors in one portal, eliminating the manual process.
Save your time and help in better tracking of the vendor payments.
pay the payment requests from vendors as per your convenience. The vendor is also notified of your action.
Watch the video to know how to set up a vendor portal and invite contacts, or read on.
Log in to the .
Navigate to the three dots menu between the
Refresh and Download icons and click Setup Vendor Portal.
Setup Vendor Portal.
Review your public profile details that will be visible to the vendor:
Edit details if required or click Save And Continue.
You can either saved as
Invite all vendors or Select vendors from the contact list. Only the vendor is eligible to use the portal.
Now that you have set up the portal, you can now invite your vendors to it. To do so:
On your , navigate to
Menu → Contacts. Using Quick Filters, choose
vendor as the contact type.
Select the contact that you want to invite to the portal. In the pop-up that appears to the right, click
Invite To Vendor Portal, as shown.
When you do so, the vendor receives an invite on their email address. Once the vendor accepts the invite to join the portal, the label under their contact changes from
INVITE SENT to PORTAL ENABLED.
Check and share the url:
with your vendors for them to see the activities they can perform on the portal.
Select and open the
vendor contact of whom you want to disable the portal.
Disable Vendor Portal.
The vendor loses their access to the portal.
When the vendor makes a payment request, it is visible on your dashboard, under
Watch the video to know how to accept or reject invoices uploaded by your vendors, or read on.
Log in to the .
Vendor Payments. Click
View More Filters on the top right. Find Source and select From Vendor Portal to view only those invoices uploaded by vendors. New requests have
PENDING REVIEW status. Hover over the the payment to
ACCEPT or REJECT the invoice. You can also click on the invoice to ACCEPT INVOICE or REJECT the payment.
PAY instantly or SCHEDULE the payment for later, based on your convenience.
When you accept the invoice, the invoice status changes from .
pending review to
unpaid. When you make the payment,
unpaid status moves to
paid. If you have made the payment outside of RazorpayX Vendor Payment App, you can come back to this invoice and