Managing your Vendors and Customers

Creating Vendors and Customers

• Adding domestic vendors and customers via CSV
• Adding a vendor as a business or individual
• Invite a customer
• Invite a vendor to Routable
• Understanding Autofill Settings

Managing Vendor and Customer Contacts

• Editing Contacts
• Adding Contacts

FAQs

• What does a customer invite look like?
• What does a vendor invite look like?
• What does verifying a bank account look like for my vendor?
• Email notifications your vendors may receive from Routable
• How to add an international bank account for a vendor
• What are "self-managed" companies?

See all 8 articles