As you onboard your vendors to Routable and start sending payments their way, there are a variety of different email notifications your vendor may receive depending on the circumstances. Below are the different types of notifications your vendors may receive, with a few details about each notification.
Quick Links
Payment emails
When sending payments to your vendors they will receive emails with details according to the payment method they selected.
The links in these emails expire after 60 days.
📝 Description | 👋 Notes | |
Payment of $ | When a payment is released we'll notify a vendor that their funds is on their way. | We'll ensure that your vendor knows the appropriate delivery time for receiving their funds. |
New payment of $ | When a payment is sent to a vendor and their payment method is not set. | If a vendor's payment method is not set they'll be able to add a payment method through this email (there's a button that will direct them for vendor onboarding). |
Payment of $ | When you cancel a payment that was previously sent, your vendor will be notified of the cancellation. |
|
Payment of $ | When your payment fails to process, your vendor will be notified. | You'll also received a notification that a payment failed, and we'll provide you with more explanation about what caused the failure. |
Emails sent to your vendor if they are sent a link to register for Routable
These emails will only be sent to a vendor if you elect to invite a vendor to register for Routable (add contact, entity, and payment method information).
The links in these emails expire after 7 days.
📝 Description | 👋 Notes | |
Register to be paid by | An email with a button for a webpage that will instruct them how to confirm their contact info, add relevant entity info, and select a payment method. | You can re-send this email with our Reminder option. |
Thanks for registering to be paid by | Once a vendor has added all their relevant information they will receive a confirmation email. |
|
Emails sent to your vendor if they are sent a link to update their payment method
These emails will only be sent a to a vendor if you elect to ask your vendor to update their primary payment method.
The links in these emails expire after 60 days.
📝 Description | 👋 Notes | |
Update how you get paid from | An email with a button for a webpage that will instruct them how to add a new payment method. |
|
Thank you for updating your payment method for | Once a vendor has updated their primary payment method they will receive a confirmation email. |
|
Emails sent if your vendor is attempting to add a bank account through manual verification
If you choose to send your vendor an invitation link to register for Routable (add contact, entity, and payment method information) they'll have the option to add a bank account by (a) logging in directly to their bank which results in instant verification, or (b) by manual entry - typing in their account and routing number.
If they choose to add a bank account through manual entry, these are the four potential emails they'll see.
📝 Description | 👋 Notes | |
Bank account verification needed | We send this when the vendor adds a bank account while onboarding and is waiting for micro-deposits for account verification. | This will only be sent if a vendor was invited to add their payment method through Routable link, and they themselves opted to add a bank account via manual entry (typing in their account and routing number). |
Bank account verification failed | ❌ Failure State | Micro-deposits will be send 2-3 business days after they enter their bank account. This is only occur if they choose to add a bank account via manual entry (typing in their account and routing number). |
Incorrect bank account information provided | ❌ Failure State | More than likely they mistyped their account and routing number, or their bank account is no longer active. |
Please verify your bank account | ✅ Success State | At this point two micro-deposits have appeared in their bank account and they can enter the amounts to verify the account. |
Emails sent to your vendor if they are sent a link to add tax info
These emails will only be sent to a vendor if you elect to ask your vendor to add their tax information.
The links in these emails expire after 60 days.
📝 Description | 👋 Notes | |
Provide your tax information to | An email with a button “provide tax information” for a webpage that will instruct them to provide tax details and attach W8/W9 tax forms |
|