Here are the steps a supplier will take when a customer enters the supplier's new bank account details.
Verification Email
The supplier will receive this email to start the verification process.
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Click here to verify or copy the link to the browser
Supplier Verification Workflow
- Click Get Started now
From here, the supplier can either:
- Verify their details with ABN
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Verify their details with No ABN
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Verify their details with ABN
When the supplier enters the ABN, a pre-populated Business Name will appear in the drop-down list for the supplier to select. -
Verify their details with No ABN
The supplier enters the Business/Personal Name
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Verify their details with ABN
- Click Next
- Enter First name, Last Name and Job Title
- Click Next
From here, the supplier will see the following:
Option a) Payment Account Verification Tool and Phone
If the customer allows suppliers to provide their bank account verification via the Online verification tool or phone, the supplier will follow the steps below.
- The supplier has two options for verifying their bank account details with Eftsure.
Online Verification Tool
Suppliers can securely verify their bank account details using our Online verification tool. The suppliers will see this option if the customer sets up their verification process to allow their supplier to provide bank account details via the Online verification tool.
- Click the Online verification tool.
- Click Select
- Supplier selects their financial institution.
- Enter their bank details and click Submit.
- Select their bank account and click Confirm Payment Details
- Click Confirm & Finish
Payment account verification via phone
When selecting payment account verification via phone, the following message will appear.
- Click Phone verification
- Click Select
- Click Confirm & finish
Option b) Phone Verification
If the customer allows suppliers to provide their bank account verification via phone only, the supplier will follow the steps below.
- Click Confirm & Finish