Network Portal — Payer Guide

1. Getting Access & Signing In

The Network Portal is your one-stop place to manage invoices, make payments, and keep your team in sync — all from a single dashboard.

Creating Your Account

To get started, you'll need to create an account. Your account is tied to the email address associated with your customer account, so use that same email when signing up.

Steps:

1. Navigate to your Network Portal link.
2. Click Sign up at the bottom of the sign-in page.
3. Fill in the form:
   • Email — Use the email address where you received your portal invitation. This must match your customer account on file.
   • First Name and Last Name
   • Password and Confirm Password — Choose a strong, unique password.
4. Click Request Network Access.
5. Check your inbox for a verification email and click the link inside to confirm your address.

Once your email is verified, your account is active and you're ready to sign in.

Signing In

Once your account is set up:

1. Go to your Network Portal link.
2. Enter your Email and Password.
3. Click Sign In.

You'll be taken straight to your Dashboard.

Forgot Your Password?

No worries — it happens.

1. On the sign-in page, click Forgot password?
2. Enter the email address associated with your account.
3. Check your inbox for a password reset email and follow the instructions.

Joining via Invitation (Team Members)

If a colleague with portal access has added you to the team, you'll receive an invitation by email — no need to sign up manually.

1. Open the invitation email sent to you.
2. Click the link in the email. You'll be taken directly to the portal.
3. Create a password to finish setting up your account.
4. Done — you're in!

Note: Invitation links expire after a set period. If your link has expired, ask your portal administrator to send you a new one.

2. A Tour of Your Portal

Once you're signed in, you'll find everything you need in the left-hand sidebar. Here's a quick look at what each section does.

Navigating Between Accounts

If your organization has multiple billing entities (for example, different locations or business units), you may be set up under more than one of them. The dropdown in the top-left corner of the portal lets you switch between these — so you can view payables, transactions, and payment methods for each one separately.

Dashboard

The Dashboard gives you a high-level view of your account at a glance.

• Upcoming Autopay — Shows any invoices currently scheduled for automatic payment, organized by month. Note that you might not be able to see this card, it depends on your supplier's setup.
• AP Aging — A summary of all your payables broken down by status: total due, overdue, unpaid with no due date, and total paid. This is a quick way to see where your account stands.
• Transaction Volume — A chart showing your payment history over time, broken down by payment method (bank network, credit card, ACH). Useful for spotting trends in how and when you pay.

Payables

The Payables tab is where you'll find all the invoices (and, depending on your supplier's setup, sales orders) that are owed.

Use the tabs at the top to filter by status:

• Unpaid — Open items that still need to be paid
• Paid — Completed payments
• Canceled — Items that are no longer active
• All — Everything in one view

You can also filter by Invoices or Sales Orders, narrow down by a specific entity, or search for a record by ID.

Note: Whether you see invoices, sales orders, or both depends on how your supplier has configured the portal. Don't be surprised if only one type appears.

Each row shows the payable ID, the entity it belongs to (more on that below), the due date, current status, and the amount due. Status badges help you quickly spot what needs attention:

• Current — Due date is upcoming, no action needed yet
• Overdue — Past due date, payment is late

What you can do from this tab:

• Click a payable ID to view its details
• Select one or more payables and click Pay Now to make a payment
• Click View Statement to see a full account statement
• Click the receipt icon on any row to download a PDF of that invoice
• Use Download CSV to export the list to a spreadsheet

Transactions

The Transactions tab is your payment history — a record of every payment that has been processed through the portal.

Each entry shows the transaction ID, the entity it belongs to, the date it was created, its status, which payment method was used, and the amount paid.

• Click a transaction ID to view its full details
• Click the receipt icon on any row to download a payment receipt
• Use Download CSV to export the full history

Payment Methods

This is where you manage the payment methods saved to your account — credit cards, debit cards, and bank accounts.

Each saved method shows the card or account name, the entity it's associated with, the expiration date (if applicable), and the payment type.

From this tab you can:

• Click + Add payment method to save a new card or bank account
• Use the three-dot menu on any method to edit or remove it
• If your supplier has autopay enabled, you can also set a default payment method to be used automatically when autopay runs

Team

The Team tab lets you see who on your team has access to the portal and manage their membership.

Each member is listed with their name, email, assigned role, and current status. Roles control what each person can do in the portal:

• Admin — Full access, including the ability to invite and manage other team members
• Manager — Can manage payables, transactions, and payment methods, but cannot manage team members
• Viewer — Read-only access; can view information but cannot make any changes

Admins and Managers can add, update, and remove team members. If you need your role changed, contact your portal administrator.

Settings

The Settings tab is where you manage your personal account information.

From here you can view your full name and email address, and update your password at any time by clicking Change next to the password field.

Note

Throughout the portal — in Payables, Transactions, and Payment Methods — you'll notice an Entity column. This indicates which billing entity that particular record belongs to. This is especially helpful if your account email is shared across multiple customer records. For example, a company with several locations may have a separate billing relationship for each one. The entity column makes it easy to tell which location or business unit each invoice, payment, or payment method is tied to. You can use the entity filter (where available) to narrow the list down to a specific one.

3. Making Payments

Payments are made from the Payables tab. There are two ways to get started, and both lead to the same familiar Paystand payment experience you may already know from payment emails sent by your supplier.

Note: The exact buttons and options you see may vary slightly depending on how your supplier has set up the portal.

Option 1: Pay One Invoice

1. Go to the Payables tab.
2. Check the box next to the invoice you want to pay. By selecting it the Pay Now button becomes available.
3. Click Pay Now.
4. You'll be taken into the Paystand payment experience, where you can select a payment method and complete your transaction.

Option 2: Pay Multiple Invoices

If you'd prefer to pay multiple invoices within a single transaction, click View Statement from the Payables tab.

If your account includes multiple billing entities, you'll be asked to choose which one you'd like to view the statement for. Each option shows the entity name, how many open invoices it has, and the total amount due — along with an overdue indicator if any items are past due.

Select an entity to open its statement, then proceed through the same Paystand payment experience to complete the payment.

Note

At checkout, you'll be able to select which invoices you want to pay. All open invoices are preselected for convenience, but you can deselect any and proceed with just the ones you choose — even a single invoice.

After a Payment Is Completed

Once a payment goes through, two things happen:

1. The invoice(s) you paid will move to the Paid tab in Payables.
2. A new entry will appear in the Transactions tab with the details of that payment.

Click on any transaction to open its detail view. You'll see:

• Created Date — When the payment was processed
• Payment ID — A unique reference for the transaction
• Payment Details — The payment method used (e.g., Visa ending in *4242)
• A list of all invoices covered by that payment, each with their due date and individual amount
• A Paid confirmation banner with the date and total amount charged

You can also download a receipt directly from this page using the Download transaction receipt button in the top-right corner.

4. Adding Team Members

The Team tab lets you invite colleagues to your organization's portal account. There is no limit on the number of team members you can add.

Only users with the Admin or Manager role can invite and manage team members.

How to Invite Someone

1. Go to the Team tab.
2. Click Add team member in the top-right corner.
3. Fill in the new member's First Name, Last Name, and Email.
4. Select a Role for them (see role descriptions below).
5. Click Send Invite.

The invited person will receive an email with a link to set up their password and activate their account. Once they complete that step, they'll appear as Active in your team list.

Invitation links expire after a set period. If someone's link has expired before they could activate it, you can send them a new invitation.

Understanding Roles

Roles control what each team member can see and do in the portal.

Who is the Admin? The first person to sign up and activate portal access for your organization is automatically assigned the Admin role.

Managing Existing Members

Admins and Managers can update or remove team members at any time from the Team tab:

• Update a role — Change a member's role if their responsibilities change.
• Remove a member — Permanently deactivates their access to the portal. This cannot be undone, but you can always invite them again if needed.