Overview
Use this guidance when a supplier must be created on the system before invoices can be paid.
1. Purpose (When to use this)
Use this when:
- A supplier is not yet registered as a supplier and cannot be paid
- Finance needs supplier details captured via the official form before processing payment
2. What we need from the supplier
- Completion of the official New Supplier Form
Link: https://forms.office.com/r/r06xm29n0G
3. Suggested response wording (copy/paste)
Good morning or afternoon,
To enable us to pay your future invoices, we need to set you up as a supplier.
Please complete our New Supplier Form using the link below:
https://forms.office.com/r/r06xm29n0G
If you have any questions while completing the form, please contact us.
4. Compliance notes
- Bank details must only be submitted via the official form.
- Do not accept bank details by email.
- GDPR and fraud checks apply.
5. Links and references
- New Supplier Form: https://forms.office.com/r/r06xm29n0G
Suggested Zendesk metadata (optional)
- Visibility: External or Internal (depends on your supplier-facing setup)
- Labels:
new-supplier,supplier-setup,bank-details,gdpr,fraud-prevention