Third Party Providers
What is a Third Party Provider?
A Third Party Provider (TPP) in Gangmates is an external service provider—such as a vendor, contractor, or freelancer—who does not require a traditional user account with login access. Instead of granting them access to manage their profile or invoices, you can onboard them through the TPP tool.
By using the TPP feature, you can create and manage invoices on their behalf, ensuring efficient and accurate payment workflows. During the invoice creation process, you can select Third Party Provider as the payment method to route payments to their bank account seamlessly.
When to Use the Third Party Provider Tool?
The TPP tool is useful when:
No Account is Needed: Providers don’t need to log in, create their own invoices, or manage their profiles.
Controlled Invoice Management: Your company handles the creation of invoices on their behalf.
Streamlined Payment Routing: Select Third Party Provider as the payment method during invoice creation to associate the invoice with their bank details for seamless processing.
How to Create a Third Party Provider
Step 1: Access the Third Party Provider Menu
From the Directory menu, select Third Party Provider.
In the pop-up dialog, choose between Single or Bulk creation:
Single: Recommended for adding one provider.
Bulk: Use a computer for bulk uploads.
Step 2: Single Provider Creation
If creating a single provider, fill out the form with the following details:
Company Name: Enter the business name or the full name of the individual.
Services: Provide a description of the services they offer.
Address: Enter the provider's business address.
Phone: Input the provider's phone number.
Contact First Name: Enter the first name of the provider's main contact person.
Contact Last Name: Enter the last name of the provider's main contact person.
Contact Phone: Provide the contact person's phone number.
Contact Email: Input the contact person's email address.
Bank Name: Select the provider's bank name from the dropdown.
Account Number: Enter the provider's bank account number.
Wait a few seconds for the system to validate the bank account information.
Once all fields are completed, click Add Provider.
Step 3: Bulk Provider Creation
For bulk uploads, follow these steps:
Download the CSV Template:
Use the provided CSV template to enter details for multiple providers.
Complete the CSV File:
Fill in the following fields for each provider (same as the single entry fields):
Company Name, Services, Address, Phone, Contact First Name, Contact Last Name, Contact Phone, Contact Email, Bank Name, Account Number.
Formatting Guidelines:
Ensure that the Bank Name matches exactly with the names in the dropdown list.
Format the Account Number column as text to preserve leading zeros.
Upload the Completed CSV:
After completing the CSV file, upload it via the bulk creation option in the dialog.
Using Third Party Providers in the Invoice Creation Process
Once a Third Party Provider is onboarded using the TPP tool, you can associate them with invoices during the invoice creation process:
Create Invoice:
Navigate to the Create Invoice page.
Fill in the required invoice details (e.g., item descriptions, amounts, and due date).
Select Payment Method:
In the Payment Method field, choose Third Party Provider.
This will link the invoice to the Third Party Provider’s bank account details for seamless payment processing.
Finalize and Save:
Complete the invoice creation process by saving the invoice.
By selecting Third Party Provider as the payment method, you ensure that the payment process for the invoice is tied directly to the provider's onboarding details without requiring their involvement.
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