Paying AP Invoices with B2B Payments


Emburse B2B PaymentsB offers a third party payment option of Virtual Card in addition to Checks and ACH. Additionally, pay invoices directly through the AP site by going to the B2B Payments section,  eliminating the need to sync data back into the Certify Expense reimbursements queue. 

A user with both the Treasurer permission in Certify Expense and the Accounting Review permission in Certify AP will be granted access to the B2B Payments menu in AP so they can complete the payment method.

For further information on Emburse B2B Payments, view our article here.

This article will show you how to pay AP Invoices using B2B Payments.

Step 1: On your Certify AP homepage, click the gear icon.


Step 2: On the Configuration page, click the name of the company-level (the highest department level - usually the name of your company).


Step 3: Click the Company Preferences tab.


Step 4: Scroll down to Invoice Payment Settings. If you do not see Invoice Payment Settings on this page, contact your Support. In the Invoice Payments section, mark the B2B Payments radio button.


Step 5: In the Emails to Notify field, enter the email address of every employee who should receive email notifications when a payment succeeds or fails to process. 


Step 6: Scroll down and click Save.


Step 7: Now, your company can pay Invoices using B2B Payments. To make sure the Invoice payments are sent to the correct bank accounts, on the Add/Edit Vendors page, make sure you or another employee enters the banking information for each vendor that will be reimbursed through B2B Payments.

On your Certify AP homepage, select the Purchasing or Invoices tab. 


Step 8: Under Catalog, click View/Edit Vendors.


Step 9: Click the name of a vendor who requires banking information.


On the Edit Vendor page, a new Payment Method section appears.


Step 10: Enter the vendor's information and click Save.

Please Note: The vendor's bank address must be in the same country as the vendor's default currency.

Repeat the above steps to add banking information for every vendor who should be paid through B2B Payments (whether through direct deposit or by check).

Process and Pay

Step 1: To Process and Pay invoices using Certify Payments, first access your Accounting Review tab in your Approval Inbox.


Step 2: Click an Invoice you'd like to process.


Step 3: After reviewing the invoice and approving all line items, click Process and Pay.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request