If a vendor is missing information to process a payment, warning banners will appear on the Payments Table and the AP Invoice. These warning banners will navigate you to the Billing & payments profile within the Organization tab to update the required details.

The red triangle buzz icon on the Payments Tables filters to all the payments "Action required: Payee not onboarded."

Click the payment's hyperlink to access the payment details panel. The top banner status will be "UNCONFIRMED," The "confirm" button will be grayed out as the payment can not be confirmed until all the missing details are resolved.

A red banner will appear indicating the organization is missing required details for payment processing. Select the organization under "Send payment to" to access the Billing & payments profile where the organization's business and bank account information are housed.

A red circle warning sign will appear by the Billing & payments tab. A red banner will appear on top of the page with the required details needed. Click on the fields to update the missing information.

Once the missing information has been updated, the "confirm" button will appear to complete the payment

The billing side panel on a shipment will show the AP invoice card. You can approve the AP Invoice straight from the card by clicking the "Approve" button. If there is missing information, a red circle warning sign will appear next to the payment method.

Payments will not display on the billing panel until the AP Invoice is "Approved." Once the AP Invoice is approved, an exception will automatically be applied "Unable to process payment" which will block the payment from being confirmed.

A red banner will now appear at the bottom of the payment section. Click on the link to access the Billing & payments profile within the Organization tab to update the missing information.

Once the missing information has been updated, the "Unable to process payment" exception will automatically be removed. A "confirm payment" button will now appear.

On the Payable Table, click on the invoice hyperlink to view the AP Invoice. If the AP Invoice has been "Approved" but has missing required information, the exception "Unable to process payment" will automatically be applied.

On the invoice card, there will be a red circle warning sign under the "Payment method." A red warning banner will appear below under the Payments tab. Click on the link of the vendor to access the Billing & payments profile on the Organization tab to update the missing information.