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How to Set Up Vendors for Bill Pay in MarginEdge

Jonathan Schuyler
Updated

Want to start paying vendors through MarginEdge Bill Pay? This is your next step after adding your bank account. Setting up vendors ensures payments go to the right place, at the right time, and helps you ditch paper checks for good.

 

What You’ll Learn

  • Why vendor setup matters for Bill Pay
  • How to enable vendors (individually or in bulk)
  • What each setting means, and what to fill in
  • Pro tips for fast setup

 

Why Vendor Setup Matters

Vendor setup tells MarginEdge:

  • Who you want to pay
  • How they should be paid (check or electronically)
  • When to schedule payments based on due dates

Getting this right means fewer errors and faster, smoother payments.

 

Before You Start: What You’ll Need

For each vendor, it helps to have:

  • Their remittance address
  • Payment terms (e.g., Net 10, Net 30)
  • Your account number with them
  • Their accounting contact info (email + phone)
     

How to Find Your Vendor Setup Page

In MarginEdge:

  1. Go to Bill Pay > Setup
  2. Click Manage Bill Pay Vendors


 

You’ll see a list of vendors we’ve received invoices from. Only vendors with a U.S. remittance address are eligible for Bill Pay.

 

Enable Vendors for Bill Pay

Enabling vendors will get them ready to accept payments via MarginEdge

✅ To enable a single vendor:

  1. Click the vendor’s name
  2. You’ll see Bill Pay auto-toggled ON in the top right corner
  3. Add their remittance address if it’s missing
  4. Click Save
     

✅ To enable/disable multiple vendors at once:

  1. Check the boxes next to the vendors
  2. Click Bulk Actions
  3. Choose Turn on Bill Pay Enable or Turn off Bill Pay Disable

💡Invoices you marked as “paid before upload” will automatically skip Bill Pay. 

 

Understand Your Vendor List

On the Vendor Setup screen, you’ll see:

  • Enabled?: ON = invoices will flow to Bill Pay
  • E-Payments:
    • Enrolled = paid electronically
    • Click Enroll to start e-payment setup
    • If not enrolled, payments will be sent via check
  • Remittance Address: For check delivery
  • Invoice Start Date: Invoices dated on or after this will appear in Bill Pay
  • Vendor Name: Not editable, pulled from your MarginEdge account

 

Configure Vendor Payment Details

Click any vendor’s name to open their settings. Here's what each field means:

  • Vendor Name: Internal name in MarginEdge (not editable)
  • Payment Recipient: Name printed on checks
  • Mailing Address: For checks if not enrolled in e-payments
  • Account Number: Your vendor-specific account number
  • Accounting Contact Email + Phone: Needed for e-payment setup
  • Payment Type: Choose Check or Electronic
  • Payment Terms: Used to calculate invoice due dates
  • AutoPay this Vendor: Schedule payments in advance based on due dates  
  • Send Payment Confirmation Email: Automatically notify vendors when payments are sent 

 

Pro Tips

✨ Use accurate payment terms
This ensures invoices show up correctly in your AP Aging Report and are scheduled properly. 

🔁 Sync from accounting
If your vendor is linked to your accounting system, you’ll see a “Pull info from accounting” option. Use it to autofill addresses, terms, etc. Learn more

Note: This info is pulled in, not pushed out—we don’t update your accounting system.

🏪Have multiple locations?
If we detect the same vendor at multiple locations, we’ll offer to share setup info across units. Huge time saver.

🛑 Missing a vendor?
Try:

  • Unchecking Show Active AP Vendors Only
  • Making sure their account is set to Accounts Payable under Vendors
  • Uploading a recent invoice from the Orders page 

 

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