While logged into your account, head to your Companies page.
You can send a new invite to a vendor by selecting the "Add Vendor" button in the top right corner.
Composing your vendor invite
You'll need to fill out a few fields before sending the invite, including:
Vendor contact's email
Vendor contact’s full name (first and last)
Don't forget to select the checkbox to invite 😉
🎗 Note: At this time vendors outside of U.S. have to be invited to provide their own payment method.
We recorded a quick walk-through:
Should I invite my vendor as a business or individual?
Great question! We wrote a quick article about inviting a vendor as a specific entity, and how it affects the tax and payment experience.
Can I personalize my invitation?
Of course! When you invite your vendor you'll be able to add a personalized message.
What does my vendor see?
Your vendor will receive an email to:
Confirm their contact details
Add their billing address
Add and confirm a preferred payment method (ACH or receiving a check)
We have a quick guide that shows your vendor's perspective in this process.
Can I resend an invite?
Yes! If you need to send an invite again, you can.
To send a new invite to a single company, go to the Company details page in your Routable Dashboard.
Click the ... menu on the top right, then click the Re-send invite button to have Routable send a new invite to the vendor.
If you need to re-send invites to more than one vendor, you can quickly re-send multiple invites from the Invites tab on the Companies page of your Routable Dashboard
Look under the Actions column on the right for the Re-send invite button, click the button to have Routable send a new invite to the vendor.