Routable

Explanation of the 2 types of W-8 tax forms.

W-8 Tax Forms

How to add and communicate with your vendors and customers

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

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

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

Adding a bank account or an address for receiving payments

A list of all vendor notifications that may be sent to your vendors through Routable.

Configure contacts to be populated by default when selecting contacts during a workflow.

How to edit and archive contacts for your vendors and customers

How to add new contacts for your vendors and customers

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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