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Managing Your Vendors and Customers
Managing Your Vendors and Customers
How to add and communicate with your vendors and customers
By Christine and 2 others
3 authors
14 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?