Vendors & Payees

How to Setup & Edit Your Vendor Profile in Docyt

Learn how to get paid by your customers in a faster, more secure way.

Setup Your Vendor Profile

1. Access your invitation to join Docyt as a Vendor by going to your email inbox. Once you locate the invitation, accept it to proceed with the setup process. 

2. Choose a unique login name and create a secure password for your Docyt Vendor account.

3. Complete your vendor profile setup.

4. To activate your Accounts Receivable, proceed with 'Step 1' of the Vendor Profile setup as shown below. Fill in all the necessary information, including your Business Display Info, Payment Address Information, and Business Contact Information. Once completed, click on the 'Next' button to proceed.


5. To confirm your email address, simply enter the 6-digit verification code that was sent to the email address you provided on the previous screen. Once you've entered the code, click on the 'Next' button to proceed.

*In some instances the email is already verified if signing up with an invited email.*

6. To receive payments through ACH, you need to connect your bank account. Simply fill in all the necessary information in the required fields and then click on 'Add New Bank Account'. Follow the prompts on the pop-up window to securely log into your bank account. 


7. Click on the 'Next' button to proceed.


8. Provide your W-9 Information and click on the 'Finish' button to complete the setup process.


9. Congratulations! You have successfully set up your vendor profile.

Edit Your Vendor Profile

  1. To access your vendor profile, navigate to the top menu and click on Revenue Reconciliation. Then, select the option for Accounts Receivable. From there, you can easily find and choose the option for 'My Vendor Profile'.
  2. Click on 'My Vendor Profile' on the left navigation. Click on the three dots and select 'Edit My Vendor Profile'.
  3. Edit the information as needed. And click 'Save Payee'.
  4. Please Note: If you change your email address, you will be prompted to validate the new email address by receiving a code. The code will be emailed to the new address you entered.