Inside the Joltly Vendor Portal

Hey everyone — wanted to do a quick walkthrough of one of the things we've been working on a lot at Joltly: the vendor portal.

This is the part of Joltly that sits between you and your contractors — the people sending you invoices, asking about payment status, updating their own info. Goal is simple: keep it easy on both sides. Here's how it works.

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Where vendor activity shows up in Joltly

Log into Joltly and go to your Bills page. That's the hub. As vendors interact with the portal — uploading statements, leaving comments, asking questions — you'll see notifications right at the top.

Every action a vendor takes also lands in the activity log on the relevant invoice. If a vendor leaves a comment, it shows up there. So you've got the full conversation history in one place. No digging through email.

Finding the portal link

To send a vendor their portal link, head to:

Vendors → [Select vendor] → Portal & Onboarding → Copy portal link

Send that link over and they're good to go.

What vendors see on their end

One thing worth calling out: a single vendor can work with multiple Joltly customers. If your contractor is also working with another operator who uses Joltly, they don't need a separate login. They just pick which customer they're working with and go.

Once they're in, they can:

• Upload statements and see exactly where each one is in your workflow
• Update their payment method through a secure flow (no more passing bank info around in emails)
• Set or change their check mailing address
• Submit updated tax info when needed
• View their invoices and see status at a glance

Two-way communication, built in

Here's where it gets useful for both sides. When a vendor opens an invoice in their portal, they can leave you a message — something like "Hey, haven't gotten payment on this yet, can you confirm?"

That message flows directly back into Joltly. You'll see the update on the invoice and can respond without ever leaving the platform. Your vendor doesn't have to call or email. You don't have to dig through your inbox.

It's a tight feedback loop, and it makes AP feel a lot less like a chore.

Keep it simple — that's the whole point

We try to keep the vendor portal as straightforward as we can. Vendors don't want to learn new software just to send you an invoice, and you don't want to manage a tool that creates more friction than it removes.

We're always pushing updates and pulling feedback from customers on what to build next. If there's something you'd want to see in the vendor portal — or anywhere else in Joltly — let us know.

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