In this article, you will learn how to
- See contractor details in different use cases depending on certain conditions in their account, for example for payment settings, approved jobs, and so on
- Add ACH details
- Add Check details
- Answers to some common questions about contractors
Denim gives you a lot of flexibility to set up payment methods for the contractors—by check or by ACH.
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Locate the contractor
Click on Contractors in the navigation. The list of all the contractors opens.
In the list of contractors, you can use the Filters or Search options to find specific contractors for certain conditions or criteria. (Please see See and use list of contractors for more details.)
For any contractor in the list, you can see the payment method such as Check, ACH, or Missing. If it is Missing, it means that there is no payment methods added for this contractor.
Click on the contractor row, and the details open in a modal.
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Different use cases to show contractor details
The contractor details that open in a modal show different details and the related actions depending on the contractor status, and their payment settings if these are already defined, and other conditions of their account.
In some cases, the modal shows the Approved jobs with missing payment settings section. In this example, you can see that there are two approved jobs but the payment settings are missing. Click on this section to expand it and see the two jobs.
In some cases, you see the modal as below.
In Available Actions, click on the Update Payment Details button.
A modal opens where you can two options to add a new payment method.
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Add ACH details
Click on the Request to Pay By ACH button to request payments by ACH from this contractor.
Routing Number
In Routing Number, write the routing number of the bank. Denim guides you whether you are writing an invalid routing number or it is valid, as below.
Routing Number: Invalid
Routing Number: Valid
Continue adding more details about this ACH payment method.
- In Account Type, select whether it is a Checking account or a Savings account.
- In Account Number, write the correct account number.
- In Confirm Account Number, write the account number to make sure that you enter the correct account number.
- In Additional Notes, write any note for your internal use or reference.
Click on the Request Changes button to save this new ACH payment method.
Denim shows you a quick notification that the request is submitted for approval. You can see the request in Request Center.
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Add Check details
Click on the Request to Pay By Check button to request payments by check from this contractor.
- Upload a supporting document such as a voided check, or the bank statement of the account. Also, upload the factor's Notice of Assignment and a Letter of Release from a previous factor, if applicable.
- Add the contractor details including the detailed address, and an additional note, as required.
- Click on the Request Changes button to save this new check payment method.
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Answers to some common questions
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