Managing Your Vendors and Customers

How to add and communicate with your vendors and customers

12 articles in this collection
Written by Omri Mor and Lesley Yarbrough

Creating Vendors and Customers

Inviting your customer

A quick guide to help you send an invite to your customer to add a bank account

Written by Omri Mor
Updated over a week ago

Inviting your vendor

A quick guide to help you send an invite to your vendor to add their payment method

Written by Omri Mor
Updated over a week ago

Adding a vendor as a business or individual

Should I mark this vendor as a business or an individual?

Written by Omri Mor
Updated over a week ago

Adding a payment method for my vendor

Adding a bank account or an address for receiving payments

Written by Omri Mor
Updated over a week ago

Managing Customer and Vendor Contacts

Understanding Contact Types

The different contact types and what they can do

Written by Lesley Yarbrough
Updated over a week ago

Editing Contacts

How to edit and archive contacts for your vendors and customers

Written by Lesley Yarbrough
Updated over a week ago

Adding Contacts

How to add new contacts for your vendors and customers

Written by Lesley Yarbrough
Updated this week

FAQs

What does verifying a bank account look like for my vendor?

Insight to your vendor's flow for verifying their bank account

Written by Omri Mor
Updated over a week ago

Why can't I reply to a payment or invoice?

What happens when there is no active contact on a payment or invoice

Written by Lesley Yarbrough
Updated over a week ago

What does a vendor invite look like?

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

Written by Omri Mor
Updated over a week ago

What does a customer invite look like?

A quick preview of what your customer sees when you invite them to add a bank account

Written by Omri Mor
Updated over a week ago

What are "self-managed" companies?

Why you are not allowed to make changes to certain vendor and customer contact information

Written by Lesley Yarbrough
Updated over a week ago