#When the Portal Is Used
When you create a vendor via the Customer Request mode (see Managing vendors), Light emails the vendor a portal link. The vendor opens the link in their browser and completes the form themselves — no Light account required.
The portal can also be reused to request updated banking information from an existing vendor.
#What Vendors Can Do in the Portal
The portal exposes three sections:
| Section | Contents |
|---|
| Business Information | Vendor name, country, address, VAT, website, description, contact details |
| Payment Information | Bank country and the country-specific banking fields (IBAN, routing number, account number, BIC/SWIFT, etc.) |
| Attachments | Supporting documents (e.g., bank statement, registration certificate) |
Vendors must complete both Business Information and Payment Information before they can submit.
#Portal Status Tracking
Each portal invitation moves through these statuses:
| Status | Meaning |
|---|
| Sent | Invitation email sent; vendor hasn't opened the link yet |
| Opened | Vendor has opened the portal |
| Completed | Vendor has submitted both required sections |
Each section (Business Information, Payment Information) also tracks completion individually inside the portal.
#After Submission
When the vendor submits, their details flow back to Light:
- The vendor record is populated with the submitted information
- Banking changes go through the standard banking-approval flow before becoming the vendor's active details (see Managing vendors)
#Related Articles