Manage all vendors from this page:

Add/Edit Vendor

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Vendor to complete.

On initial vendor creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.

The following fields are available:

  • Name - The vendor's name, this is used to reference the vendor throughout the product
  • Name on Check - The name to be printed on a check when paying bills by check
  • Account Number - Account number for this vendor
  • Email - The vendor's email address, email address used for issuing bills
  • Terms - Text field to enter any additional terms of this vendor (e.g. Net 30 payment)
  • EIN/SSN - EIN/SSN used for 1099 purposes
  • Track for 1099 - Toggle On to track this users bills for 1099 values
  • Default Currency - Enter a default currency that will populate on Documents when this vendor is selected
  • Inactive - Inactive Vendors will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Bills/AP Credits/POs) with the inactive Vendor will still be included in tables and users can take actions against)
  • Contacts and Address - You can add multiple contacts and addresses associated with each vendor with the fields in view in the screenshot above (Begin entering the address in Line 1 and see suggestions to auto-complete address)


  • Details - Click the vendor name to view the vendor's detail Page. For more information see this article: Vendor Detail
  • Edit - ¬†Update vendor fields
  • Delete - ¬†Delete this vendor
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