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Managing Your Vendors and Customers
Managing Your Vendors and Customers
How to add and communicate with your vendors and customers
13 articles in this collection
Written by
Omri Mor
and
Erica Melzer
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
Email notifications your vendors may receive from Routable
A list of all vendor notifications that may be sent to your vendors through Routable.
Written by
Omri Mor
Updated over a week ago
Understanding Contact Types
The different contact types and what they can do
Written by
Erica Melzer
Updated over a week ago
Editing Contacts
How to edit and archive contacts for your vendors and customers
Written by
Erica Melzer
Updated over a week ago
Adding Contacts
How to add new contacts for your vendors and customers
Written by
Erica Melzer
Updated over a week ago
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
Erica Melzer
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
Erica Melzer
Updated over a week ago