Required

The registered name of a business or the legal first and last name of an individual.

For "Personal" company types, if the legal entity name does not match the contact first name + contact last name, the legal entity name will be replaced with the contact first name + contact last name.

Optional

A name for the company or individual that will be shown throughout the Routable UI. Use this if you would like to see a different name than the one provided as the Legal Entity Name. For example, "Starbucks" instead of "Starbucks Corporation."

Required

The type of company you want to add. Your options are one of the following:

• Vendor
• Customer

Required

The type of company that you are paying or receiving money from. Your options are one of the following:

• Business
• Personal

If you are planning to pay out a contractor or an employee (for reimbursement), please select "Personal."

Required if "Send Invite Email?" is "Yes" OR if "Vendor or Customer" is "Customer"

The primary contact email of the vendor or customer.

Required if "Company Type" is "Personal"

The primary contact's first name.

Required if "Company Type" is "Personal"

The primary contact's last name.

Optional

The primary contact's phone number.

Optional

The vendor/customer's legal business address. For businesses, this is the country where the vendor/customer is registered. For individuals, this is the country where the individual resides.

Currently, only US is supported. If you do not input a company country code, the company country code will default to US.

Optional

Your accounting software's internal ID for the vendor/customer. To find the internal ID of the vendor/customer in your accounting software, see Finding your Ledger Vendor/Customer IDs →

Required

Indicate whether or not you want to create a new vendor/customer record in your accounting software. Options:

• Yes: Create a new vendor/customer record in your accounting software
• No: Do not create a new vendor/customer record in your accounting software. If you want to link a new vendor/customer to your accounting software, ensure that you have included their "Ledger ID."

Optional

A unique internal ID that you use for this vendor/customer. This field is for your reference only.

To learn more about Routable unique IDs, see Creating a unique ID for vendors and customers →

Required

Indicate whether or not you want Routable to send the vendor/customer an invitation email to register their information (contact information, tax information, and payment method) on their own. Options:

• Yes: Send invitation email
• No: Do not send invitation email

Optional if "Send Invite Email?" is "Yes"

The custom message that will be included in the registration invitation email sent to the vendor/customer

Optional

The default payment method used for the vendor/customer. Your options are one of the following:

• ACH
• Check

If you do not select a primary payment method, the primary payment method will default to "ACH" if bank account information is available. Otherwise, the primary payment method will default to "Check."

Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions

The vendor/customer's bank routing number.

Routing numbers are always 9 digits.

Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions

The vendor/customer's bank account number.

Required if "Vendor or Customer" is "Vendor" AND you want to add a bank account for ACH transactions

The vendor/customer's bank account type. Your options are the one of the following:

• Checking
• Savings

If you do not select a bank account type, the bank account type will default to "Checking."

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions AND "Domestic Check Recipient Name" is empty

Either or both "Domestic Check Company Name" or/and "Domestic Check Recipient Name" needs to be filled.

The company name that will appear above the address following USPS delivery address guidelines ↗. If both "Domestic Check Company Name" and "Domestic Check Recipient Name" are provided, the "Domestic Check Recipient Name" will appear above the "Domestic Check Company Name."

Most of the time, this will be the vendor/customer's legal name.

The max character limit is 40 characters.

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions AND "Domestic Check Company Name" is empty

Either or both "Domestic Check Company Name" or/and "Domestic Check Recipient Name" needs to be filled.

The company name that will appear above the address following USPS delivery address guidelines ↗. If both "Domestic Check Company Name" and "Domestic Check Recipient Name" are provided, the "Domestic Check Recipient Name" will appear above the "Domestic Check Company Name."

The max character limit is 40 characters.

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions

The vendor/customer's street address.

Optional

The vendor/customer's street unit.

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions

The vendor/customer's address city.

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions

The vendor/customer's address state.

Use the two-letter state abbreviation ↗. For example, "CA."

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions

The vendor/customer's address zip code.

Both 5-digit and 9-digit zip codes are allowed. No special characters.

Required if "Vendor or Customer" is "Vendor" AND you want to add a check address for check transactions

The vendor/customer's address country. Your options are one of the following: 

• US
• CA