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Making Payments

Connect to Vendor Portals

Jan 5, 2023

Koverly can connect to these portals and automatically bring your invoice data into a single workspace - having to toggle between multiple websites to pay your bills can be a thing of the past!

To connect to a portal, you will need to follow these steps:

Step 1) Add a vendor

  • From the 'Bill Pay' section, go to the 'Vendors' tab and choose 'Network' from the menu bar (Note: vendors’ logos shown in the right panel are not clickable)
  • Choose your vendor from the list and click the 'Add' button
  • Repeat those steps for every vendor you do business with
Step 1) Add a Vendor

Step 2) Connect to the Portal

  • From the 'Bill Pay' section, go to the 'Vendors' tab and choose 'My' from the menu bar
  • Click the 'Connect' button on the vendor’s card
  • From here, you will be prompted to enter your username and password for the selected portal. Next, you will be asked to choose (from the dropdown list) your account’s name and the bank account you use to pay this vendor.
Step 2) Connect to Portal

Step 3) Setup Complete - Syncing 

  • When the setup is complete, you will see under the ‘Status’ column the date and time date of the ‘last sync’ on the vendor’s card. 
Status of Sync
  • After you connect to distributors’ portals moving forward every time you login to your Koverly account you will be prompted with the question, “Would you like to sync all of your distributor portals?” click sync and it will update all of your portal distributors. 
Login Sync
  • You can also sync all of your distributor portals by clicking the large orange “+” symbol and selecting "Sync All Invoices."
Orange plus symbol
  • If you would like to sync just one individual vendor portal, then click on the vendor. The vendor’s bills will appear on the right-hand side panel. At the top of the panel menu click ‘details’. Select the first drop-down, ‘Vendor Portal Settings’, and click ‘re-sync to vendor portal’. 
Re-sync individual vendor portal
  • In case you need to edit, disconnect, or change the password for an individual vendor portal, follow the same steps from syncing the individual vendor portal but instead of re-syncing, click the three dots in the right-hand corner from the ‘Vendor Portal Settings’ drop-down. 
Disconnect, edit, or change password of a vendor portal

If you work with distributors that do not currently have a payment portal, please encourage them to create a free account with Koverly and visit our ‘Get paid’ page.

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