Paying a Vendor Bill

The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal".

Make sure to have an invoice/bill, scanned and ready to upload before you start creating your bill payment / (DOI.) The invoice/bill must contain all of the following information:

1. Correct titling being - <Client name> Legal Owner Via Non-Trust Custodial IRA with AET
   (You may write this on the invoice/bill)
2. The property address
3. A due date that is not past due – circle it
4. The amount due, same amount you will be making the DOI for – circle the $ amount
   

Follow the steps below to submit a Vendor Bill for payment:

1. Login to the "Online Portal"

2. Click on "BILL PAY" tab (left side)

3. Click "ADD VENDOR"

1. • Details -
     • Type – Vendor Fee (unchangeable)
     • Vendor – Vendor Name you are sending the payment to
     • Amount – Amount entered must agree with the invoice amount. (Don't use $ sign or comma.)
     • Description – Include Asset ID# I.E. “paying my property taxes for asset ID#”

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   • Funding Instructions
     • Method of Payment – Only “WIRE” or “CHECK” are valid selections
       • Fill in the applicable payment info

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3. 
   
   • Shipping info
     • Choose how you would like the "CHECK" sent to the vendor
       • Choose the “Carrier” from drop down box (USPS, UPS or FedEx)
       • Choose the "Shipping Speed” from drop down box
       • Enter any "Handling Notes" if applicable

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   • Documents
     • Description – describe the document you are uploading. I.E. “Invoice for property taxes”
     • Choose File – find and upload your document

4. Click "SUBMIT"

You have successfully submitted a Vendor Bill for payment.