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:

  1. Confirm their contact details
  2. Add their billing address
  3. 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.

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