Routable Help Center
Go to Routable
English
Go to Routable
English
All Collections
Managing Your Vendors and Customers
Managing Your Vendors and Customers

How to add and communicate with your vendors and customers

Christine Joyce avatarOmri Mor avatarErica Melzer avatar
By Christine and 2 others3 authors14 articles
W-8 Tax Forms

Creating Vendors and Customers


Inviting your customer
Inviting your vendor
Adding a vendor as a business or individual
Adding a payment method for my vendor

Managing Customer and Vendor Contacts


Email notifications your vendors may receive from Routable
Understanding Autofill Settings
Editing Contacts
Adding Contacts

FAQs


What does verifying a bank account look like for my vendor?
Why can't I reply to a payment or invoice?
What does a vendor invite look like?
What does a customer invite look like?
What are "self-managed" companies?
Routable Help Center
IntercomWe run on Intercom