All Collections
Managing Your Vendors and Customers
What does a vendor invite look like?
What does a vendor invite look like?

A quick preview of what your vendor sees when you invite them to add a payment method

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

So you invited a vendor to add a payment method so they can be paid πŸ‘
What happens now?

They receive an email

As you can see your company branding is front and center. This email will include a button that will invite your vendor to securely:

  1. Confirm their contact details

  2. Add their tax information (for end of year filing)

  3. Add and confirm a preferred payment method (ACH or receiving a check)

Here's a preview of the email:

Your vendor does not need to sign up for a Routable account, and moreover their experience remains white-labeled to your company branding πŸŽ‰

Making sure they select the right "business" or "individual" option

We wrote a quick article about making sure your vendor is set up for a smooth onboarding here.

If you made a mistake when sending an invite, your vendor will be able to select whether they should be listed as a "business" or an "individual". Below is a preview of their experience:

Did this answer your question?