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 name
Vendor contact's email
Vendor contact’s full name (first and last)
And don't forget to select the checkbox to invite 😉
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 vednor 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.