Corpay One

The guides in this collection will help you take the first steps in setting up Corpay One. 

Getting started with Corpay One

Completing the verification process lets you take full advantage of Corpay One's payments features.

Account and company verification

Here's how to complete our secure identity verification to keep your Corpay One account safe.

Identity verification

Complete your company verification using the company's Federal Tax Identification Number or Employer Identification Number.

Company Verification with  Employer Identification Number or Federal Tax ID

Verify your company and yourself

You can easily add payment sources to your company in Corpay One. Learn how in this article.

How to add a payment card for paying bills

How to add a bank account for paying bills

Connect your bank account

Here we'll give you an introduction to the steps necessary to connect Corpay One with your company's accounting platform/ERP.

How to connect Corpay One with your accounting platform

Connect your accounting software

Learn how to get your co-workers set up in Corpay One.

How to invite a co-worker to your company

Invite your coworkers

This guide helps you create and edit Bill Pay workflows with Corpay One workflow tool.

How to create workflows

Set up approvals and automation

Learn about the available payment methods for Vendors in Corpay One.

Vendor Payment Methods

Vendor Attachments

Adding & Managing Vendors

Get in touch!

For companies

For advisors

Join our Slack community!

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.