Managing your vendor information is crucial for ensuring accurate and timely payments. This guide provides a comprehensive overview of how to add, edit, and delete vendors in your account, ensuring your payment processes run smoothly. Whether you're setting up a new vendor from scratch or making adjustments to an existing one, you'll find all the steps you need right here.
This article contains the following sections:
- Adding a vendor:
- Updating existing vendor information
- Deleting a vendor
Adding a vendor from the Vendors tab
1 - From your Vendors tab, select +Add vendor.
2 - You will be prompted to the Add a vendor page. Enter the vendor’s details.
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Vendor business name instructions:
- This field is mandatory for submission.
- To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.
- If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly.
To make the payment process as smooth as possible, we suggest completing all optional fields.
3 - Review all the details and make sure they are correct. Then, select Continue at the bottom right of the screen.
4 - You will be prompted to select the vendor’s payment delivery method.
Please note:
- You can pick the payment method you'd like to use for the vendor. Keep in mind that depending on your choice, you'll need to provide the required details, like bank account info or a paper check address.
- This step is optional. You can skip it and add it later.
That’s it. You successfully added a new vendor.
Adding a vendor when creating a bill
1 - Go to the Bills tab and select Create a bill. You will be prompted to the Bill details page.
Please note:
Alternatively, you can import an invoice by selecting Import Bills. Then, select Upload files.
Once the invoice is uploaded, you will be redirected to the Bill Details page.
2 - Type the vendor's name in the Vendor business name field and select +Add new vendor.
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Vendor business name instructions:
- This field is mandatory for submission.
- To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.
- If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly.
To make the payment process as smooth as possible, we suggest completing all optional fields.
That’s it. You successfully added a vendor and can proceed with creating a bill.
Adding a vendor when making a payment
1 - Select + New payment in the top right corner of the screen. You will be prompted to the Bill details page.
2 - Type the vendor's name in the Vendor business name field and select + Add new vendor.
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Vendor business name instructions:
- This field is mandatory for submission.
- To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.
- If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly.
To make the payment process as smooth as possible, we suggest completing all optional fields.
That’s it. You successfully added a vendor and can proceed with making a payment.
Adding vendors when integrating with accounting software
Another way to add vendors to your Accounts Payable account is by connecting it to your accounting software. Visit the Connecting Accounting Software section in our Help Center to learn which software we support, how to connect it, and what data can be synced.
Updating existing vendor information
Follow these steps to edit the vendor details:
1 - Open the Vendors tab.
2 - Select a three-dot icon next to a desired vendor.
3 - In the actions menu, select Edit vendor.
4 - In the Vendor details window, update the necessary information and select Save at the bottom right.
That’s it. You successfully edited the vendor details.
Deleting a vendor
Follow these steps to delete the vendor details:
1 - Open the Vendors tab.
2 - Select a three-dot icon next to a desired vendor.
3 - In the actions menu, select Delete vendor.
4 - Confirm the action by selecting Delete vendor in the pop-up screen.
You can’t delete a vendor you’ve paid in the past, a vendor with unpaid bills in your inbox, or one with future-dated scheduled payments.
That’s it. You successfully deleted the vendor.