Connect by Payment Network ID

When you create a account, we assign a unique Payment Network ID (PNI). The PNI can be given to a vendor or customer to connect your account to theirs through the network.

You must have manage customer or manage vendor permissions to connect via PNI.

Add a Vendor or Customer's PNI

  1. Log in to
  2. Search for the vendor or customer
  3. Select More actions
  4. Select Enter PNI
    Enter PNI
  5. Enter your vendor's Payment Network ID
  6. Select Search
    PNI advanced search
  7. Select Connect & Pay
    Connect & Pay
  8. Select Confirm
    Confirm to connect

Note: If you don't see the option to enter the PNI, you're either already connected to the vendor or there's a pending invitation to the vendor.

If you're already connected and want to update to a new PNI, you'll need to disconnect:

  1. Select Vendors in the navigation menu
  2. Select the vendor name to disconnect
  3. Select More actions
  4. Select Disconnect
  5. On the confirmation pop up, select Disconnect
    • If there are pending or scheduled payments, you won't be able to disconnect from the vendor. The payments must clear, or you can cancel or void the payments if available.

If there's a pending invitation and you'd like to cancel it:

  1. Log in to
  2. Select Vendors in the navigation menu
  3. Select the vendor whose invite you'd like to cancel
  4. Select More actions
    • If you see Cancel Invite here, you can select that to cancel a pending invite, or go to step 5
  5. Select Invites
  6. Select the vendor whose invite you'd like to cancel
  7. Select Cancel Invite

Complete the Network Connection

To complete the connection, both the paying and the receiving accounts must have the other account's PNI in the corresponding vendor or customer details. This means that the Payables account will display the PNI of the vendor's Receivables account in their Vendor details and the Receivables will display the PNI of the customer's Payables account in their Customer's details. Email notifications are sent to confirm that the accounts are connected.

Once a vendor's bank account is verified, payments made from a networked customer will be made via ePayment.

Things to know

  • After the connection is complete, the previous 5 unpaid bills for your vendor will sync to their account as receivables invoices.