Here are the steps a Supplier will take when a customer enters a new bank account details for a Supplier.
Verification Email
The supplier will receive this email to start the verification process.
-
Click here to verify or copy the link to the browser
Supplier Verification Workflow
- Click Get Started now
From here, suppliers can either:
a) Verify their details with ABN
- Supplier enters the ABN and a pre-populated Business Name will show in the drop down list for the Supplier to select.
b) Verify their details with No ABN
- Supplier enters the Business/Personal Name
- Click Next
- Supplier enters 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 Verification tool or phone, the supplier will follow the steps below.
- The Supplier have two options on how to verify their bank account details with Eftsure.
Payment Account Verification Tool
Supplier can verify their bank account details securitly from our Payment Account Verification Tool. The supliers will see this option if the customer setup their verification process to allow their supplier to provide bank account details via the verification tool.
- Supplier clicks Select
- Supplier selects their financial institution
- Supplier enters their bank details and clicks Submit
- Supplier selects their bank account and clicks Confirm Payment Details
- Click Confirm & Finish
Payment account verification via phone
When selecting payment account verification via phone the following message will appear.
- Supplier clicks Select
- Supplier clicks 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
Phone Verification Process