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Welcome to Paymode-XWelcome to Paymode-X - the largest and fastest-growing electronic payment network.
As a new member of the Paymode-X network, we want to provide you with some important information to help you maximize the value of your Paymode-X membership. This guide contains best practices and detailed responses to the questions most frequently asked by new members.
We are here to assist you! Our team can be reached at 877-443-6944 (M-F, 8am-8pm EST, except US bank holidays) or by emailing [email protected].
At Paymode-X we strive to delight our customers each and every day. We are committed to delivering best-in-class service and solutions. We welcome your feedback!
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Vendor Benefits
As a Vendor in the Paymode-X network, your membership offers many benefits:
Relationships: strengthens business relationships with customers and provides a single interface to multiple clients.
Faster access to cash: electronic payments through Paymode-X means no more waiting for checks to arrive in the mail or waiting on bank deposit processing delays.
Visibility: access to robust electronic remittance detail in multiple formats, in addition to reconciliation and payment history reports.
Automated remittance delivery: digital remittance information can be sent via ACH (CCD,CCD+ or CTX) or accessed via on-line downloads. Each time a payment is received through Paymode-X, an electronic notification is sent prior to fulfillment of the payment.
Control: provides better predictability of cash flow through advance notification of payments.
Cost savings: eliminates check processing fees, overhead and delay of payment.
Fits with existing systems and banking practices: Paymode-X requires no purchase of software, no modifications to your existing accounts receivable systems and no changes to your bank or bank accounts.
Going green: paperless, electronic payments are more secure, save money and also help conserve the environment by eliminating printing and mailing paper checks.
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Table of Contents
How do I view payments received? Page 04
How do I set up email notification of remittance information? Page 05
How do I check the status of a payment? Page 05
How do I reset my password? Page 07
How do I change my security and password reset questions? Page 08
How do I update or change my bank account information? Page 09
How do I add additional users to my account? Page 11
How do I view a list of my Paymode-X Payers? Page 12
How do I contact Paymode-X Member Services? Page 13
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How do I view payments received?
At the home screen, click ‘View’ next to ‘Received’ on the Incoming Payment Tracker.
Click on the ‘Received’ tab.
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Navigation Tips:
PDF or Excel export – click to export data in selected date range to PDF or XLS file format
Calendar search function - select a date range for data viewing, i.e. Month to Date, Year to Date
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Note: Click on the bars in the Bar Graph view or individual payments in
List View to display payment detail.
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Click on ‘Payments’ tab located on the Home Screen.
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How do I set up email notification of remittance information?
Email notifications are a great way to receive remittance details about your Paymode-X payments in a fast and simple manner.
To access this benefit, please call Paymode-X Member Services.
How do I check the status of a payment?
Payment inquiries are facilitated by Paymode-X through the ‘Request Payment Status’ feature:
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Fill out ‘Request Status’ required fields.
Click ‘Send Email’. If you have a properly configured email client, a ‘New Email’ window will be opened, prepopulated with the information from the form, as seen below.
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4Note: If you do not have an email address, or your email is not properly
configured to launch through your browser, this window will not open.
In this case please reach out to your Payer through client contact
information available to you.
Payer Name with the name of the Payer that was invoiced, select from drop-down list
Invoice Number with the invoice number in question
Invoice Date (optional) with the date of the invoice in question
Invoice Amount (optional) with the amount of the invoice in question
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Forget your password?
Click ‘Forgot your password?’ on the log-in screen.
You will be prompted to complete a multi-factor authentication challenge via phone or text, or you can answer 3 password reset questions. The password reset questions are questions you selected when initially creating your Paymode-X membership. Please note, these questions are not case sensitive. If you have any questions about this process, please call Paymode-X Member Services.
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How can I share invoices with my Payers?
One option is our Premium Invoice Delivery service, which can be enabled by our Vendor Advocate team. The Premium Invoice Delivery capabilities within Paymode-X help you securely manage the delivery, storage and presentation of your invoices. Intelligent analytics give visibility into undelivered and un-actioned invoices that can negatively affect your cash flow to help drive real-time decision making and follow-up. All without the need for installed software or technical expertise.
Please reach out to the Vendor Advocate team if you would like additional information.
Information Sheet
Premium Invoice Delivery at a Glance
Centrally manage and distribute invoices to your customers
Create personalized emails for invoice recipients
Get real-time insight into the status of all invoices with intelligent analytics
View an audit trail of every invoice interaction
Easily spot cash at risk for a proactive approach to cash collection
Reduce your Day Sales Outstanding (DSO) by ensuring faster payment
Save time, reduce costs and optimize working capital
Included as part of your Premium Paymode-X membership
Insights for Receivables The intuitive user interface updates in real time, presenting you with an accurate status of your documents – delivered, failed, or “actioned” (viewed, printed or downloaded) – along with their monetary value. This allows for the immediate prioritization of exception handling based on value, risk and impact to help you improve cash flow and forecasting.
The Premium Invoice Delivery capabilities within Paymode-X help you securely manage the delivery, storage and
presentation of your invoices. Intelligent analytics give visibility into undelivered and un-actioned invoices that can negatively affect your cash flow to help drive real-time decision making and follow-up. All without the need for installed software or technical expertise.
Premium Invoice Delivery
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How do I change my security and password reset questions?
Once you have successfully logged into Paymode-X, you can access your profile by selecting the ‘Admin’ tab where you can change your security and password reset questions.
In the Users section at the bottom left, click on ‘Edit Details’, located on the same row as your name.
Below your general information, select your questions, enter answers and click ‘Save’.
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How do I update or change my bank account information?
Hover over the ‘Admin’ tab and select the second option labeled ‘Bank Accounts’.
Click ‘Submit’.
Locate the bank account to be updated under ‘Actions’ and select ‘Edit Details’.
Enter the new routing number
Click ‘Apply’
Enter bank account number
Click ‘Apply’
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Note: Your ability to access this feature is based on your User
Privilege settings.
Note: The new bank account will not be active until our Bank Verification
Team can verify the account and has provided confirmation to you.
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Once you have updated your bank account, please upload a bank document, such as a voided check or bank statement, in order to assist with the authentication process. To do so, navigate back to the new bank account.
Click on ‘Upload’ under ‘Docs’.
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Browse to the bank document on your computer
Select the Document Type and the Bank Account and click ‘Upload’
Once the file uploads, you will see a green status bar next to the file and a ‘File uploaded successfully’ message. Click ‘Done’ to complete the action and navigate away from the page.
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How do I add additional users to my account?
Hover over the ‘Admin’ tab and select ‘Users’.
In the Users section, click on ‘Add User’.
General information is required for the user.
On the next screen, varying levels of privileges can be assigned to users depending on the level of access they require.
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Note: Paymode-X strongly recommends setting up more than one user, as
appropriate, to ensure membership and payment information is readily available
to your company at all times.
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How do I view a list of my Paymode-X Payers?
Click on ‘Payers’ from the Home Screen.
If a new Payer contacts you to enroll in Paymode-X, please contact Paymode-X Member Services so we can initiate the process and ensure you receive payments through your existing Paymode-X membership.
From this screen, you have the option of viewing ‘All Payers’.
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Payer Acceptance - provides a list of additional trading agreements that can be accepted.
All Payers – provides a searchable listing of all Payers that have paid your organization through Paymode-X.
Document Manager – provides the ability to upload critical documents, such as W-9’s and insurance documents, to share with your Payers through Paymode-X.
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How do I contact Paymode-X Member Services?Phone: 877-443-6944
Fax: 207-771-3925
Hours: M - F, 8am - 8pm EST, except US bank holidays
Or email us anytime at: [email protected]
© Copyright 2017 Bottomline Technologies, Inc. All rights reserved. Bottomline Technologies, the BT logo and Paymode-X are trademarks of Bottomline Technologies, Inc. which may be registered in certain jurisdictions. All other brand/product names are the property of their respective holders. REV 030118
Bottomline Corporate Headquarters 325 Corporate Drive Portsmouth, NH 03801 United States of America
Phone: +1 603.436.0700 Toll-free: +1 800.243.2528 Fax: +1 603.436.0300 [email protected]
Paymode-X Member Services Portsmouth, NH 03801 USA
Phone: 1.877.443.6944 Fax: 1.207.771.3925 [email protected] Connect with us