You can send a new invite to a vendor by creating a new vendor from the Vendors tab.
1. On the left-navigation, go to Vendors > All Vendors or Onboarding.
⭐️ Go to the Onboarding sub-tab to easily track vendor invites.
2. At the upper-right, click +Create Vendor.
Composing your vendor invite
You'll need to fill out a few fields before sending the invite, including:
Vendor name
Vendor country
Vendor contact's email
Vendor contact’s full name (first and last)
Don't forget to select the checkbox to invite 😉
🎗 Note: At this time vendors outside of U.S. have to be invited to provide their own payment method.
Should I invite my vendor as a business or individual?
We wrote a quick article about inviting a vendor as a specific entity, and how it affects the tax and payment experience: 📚 check out the article here.
Can I personalize my invitation?
Yes, when you invite your vendor you'll be able to add a personalized message.
What does my vendor see?
Your vendor will receive an email to:
Confirm their contact details
Add their billing address
Add and confirm a preferred payment method (ACH or receiving a check)
📚 See what this looks here.
Can I resend an invite?
Yes! If you need to send an invite again, there are 2 ways:
1. From the Vendors > Onboarding table
- Visit the Vendors > Onboarding
- Using the checkboxes, select vendors from the “Vendor onboarding” table
- Choose “Re-send invite” in the top right
- Invitations are re-sent to all selected vendors in a single action
2. From the Vendor details page
On the vendor's general page, open the Actions menu at the upper-right, then select Resend invite.