Overview
This video shows you how to add vendor details in Zenwork Payments so you can start making payments for a payer whose KYB status is already verified.
You’ll see how to open the Add Vendor flow, choose the manual option, enter basic contact details, and then complete the mandatory fields needed for payments. The video also covers how to handle bank details—either by inviting the vendor to fill them in or entering them yourself—as well as capturing SSN, date of birth, business address, and requesting a W-9 form. Once saved, you can see the vendor’s status and W-9 status update on the dashboard.
Step-by-Step Process
- From the verified payer dashboard, click one of the Add Vendor buttons to start creating a new vendor.
- Choose whether to add vendors manually or via bulk import (for this how-to, select the manual option).
- In the Add Vendor section, enter basic details like first name, last name, and phone number, and confirm the 1099 vendor toggle if applicable.
- Click Add more information, fill in the mandatory payment details, choose to invite the vendor for bank info or add it yourself, and then add SSN, date of birth, and business address.
- Toggle Request W-9 if needed, click Save, and then review the dashboard where the vendor shows as Active with W-9 status marked as Pending until the form is submitted.
What Gets Captured
When you add vendor details in Zenwork Payments, you’re setting up:
- Core vendor profile information (name, contact, and 1099 designation)
- Mandatory payment data, including bank account details (invited or manually entered)
- Tax-related information such as SSN, date of birth, and business address
- W-9 request and status tracking so you know when the vendor has completed their form
These details ensure each vendor is fully set up and ready for smooth, compliant payments.
