So you invited a vendor to add a payment method so they can be paid 👏
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:
- Confirm their contact details
- Add their tax information (for end of year filing)
- Add and confirm a preferred payment method (ACH or receiving a check)
Here's a preview of the email:
The email links to a page where they can add their information
Your vendor does not need to sign up for a Routable account, and moreover their experience remains white-labeled to your company branding 🎉
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: