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Payments Setup

Payments through Craftable allow you to send payment to vendors for invoices entered into the platform. This article will take you through the steps required to start paying your vendors through Craftable. 

Getting Started

  • Ensure you have Payments enabled. If you see a Payments option in the navigation bar in Books, then you are all set. 

  • Gather your Tax ID and bank account details. 

Step 1: Fill out your Checkbook Settings

  1. In Books, click on the three dots next to your name (in the bottom, left corner), and select Settings:




  2. Under the Payments menu on the left side, select Checkbook:



  3. Complete all fields listed within the following page to verify your business with Checkbook. Payments will not transmit successfully until all of this information is submitted properly and validated.
    1. Tax IDs and Social Security Numbers must be 9 digits without dashes.
    2. Sensitive fields (Tax ID, SSN, Date of Birth, Legal Name, Principal Address) are transmitted directly to Checkbook and not stored by Craftable.
    3. You'll need to upload an image of the signature for a signer on your bank account. The image of the signature should be tightly cropped.

             

For security reasons, sensitive fields are cleared from view after saving but are indicated to be On File. If you need to make any updates to those, click the blue Update link.

After submitting your information, you'll see a banner across the top that states your information is under review. This will clear once your account is set up and fully verified.

If you need to make any changes to any fields, proceed to do so and click the blue Update & Resubmit  button to start the process once more.

After your account is verified, the banner will update to say the following:

Step 2: Set up Bank Accounts

Follow the instructions in the article linked here - Setting up Bank Accounts for Payments

 

Step 3: Setup Vendors for Payments

After completing steps 1 & 2, you will be ready to make payments to your vendors. To send payment, you will need to enter your vendor payment details as outlined in the article linked here - Setting up Vendors for Payments