How to add a vendor

A vendor, a service provider, and a supplier are all the same. They sell their services or products to your business and are thus an essential part of your supply chain. Manually adding vendors to your account helps ensure that your payments reach the right place on time. This guide will cover how to manually add new vendors to your account.

This includes:

To add multiple vendors at the same time, please see the following guide.

Adding a new vendor from the Vendors tab

You can manually add a new vendor from the Vendors tab by following the steps below.

1- In your CashFlow Central dashboard, select the Vendors tab.

2- From the Vendors tab, select the +Add vendor button.

 

3- Enter the vendor's details in the Add vendor screen:

  • Contact details
  • Country
  • Address
  • Mark as a 1099 contractor (optional)
  • Collect and upload the W-9 form (optional)

 Select Continue when done.

To avoid potential processing issues, enter a full vendor business name rather than a partial one or a nickname.

4- Choose how your vendor receives the payment. Vendors don't need to sign up or pay any fees.

  • Bank transfer (ACH): We will deposit funds directly into your vendor's bank account. You will need to enter the vendor's ACH bank details. When done, select Save and close to save these details for future payments. To save your vendor's details and make a payment, select Save and pay.

 

  • Paper check: We will print and mail a check to your vendor's address. You will need to add the mailing details for your vendor. It will be pre-filled based on the information you provided before. If you want to change it, select Deliver to a different address. When done, select Save and close to save these details for future payments. To save your vendor's details and make a payment, select Save and pay.

  • Let the vendor choose: If you are unsure how the vendor would prefer to be paid, you can let the vendor choose for themselves. Please provide the vendor's email address so we can email them and ask them to securely select how they prefer to be paid. When done, select Save and close to save these details for future payments. To save your vendor's details and make a payment, select Save and pay.

 

After choosing how your vendor will receive payment, your new vendor will be added to your vendor list.

Adding a new vendor when creating a new bill

You can manually add a new vendor when creating a new bill. Follow the steps below to learn how.

1- In your CashFlow Central dashboard, select the Bills tab.

2- Once in the Bills tab, select Create a bill to open up a new bill.

 

3- On the Bill details page, type the vendor's name in the Vendor business name field.

4- Select +Add new vendor to add the vendor to your vendor list and the bill you are creating.

 

5- Add the bill amount and the due date.

 

6- You can also add any additional details of the bill.

7- (Optional) You can attach an invoice to your bill by clicking Select or drop an invoice file. You can then select an invoice file from your device. The invoice will be uploaded and then scanned for information to add to the payment. Review the automatically scanned details and make any necessary edits.

 

  • You can replace the invoice with another by selecting Replace.
  • You can delete the attached invoice by selecting Delete.

CashFlow Central accepts PDF, JPEG, JPG, and PNG files up to 10MB. Upload one invoice per file. The system will scan your invoice and autofill payment details, but always review for accuracy.

8- To save the bill for later, select Save and close. To continue with the payment, select Continue to pay.

Please see the following guide for more information on creating a new bill.

That's it! You have successfully added a vendor when creating a new bill. Your new bill will now appear under the Bills tab.

Adding a new vendor when making a payment

You can add a vendor as you create a new payment by following the steps below.

1- In your CashFlow Central dashboard, select the +New Payment button at the top of your dashboard. This will open the Pay page.

 

2- In the Pay page, add the Vendor business name by typing the vendor's business name in the search field.

3- Select + Add new vendor to create a new vendor profile.

4- The new vendor will be added to your vendor list.

5- You can now proceed with the payment. As you do, any delivery details you enter for the vendor will be added to the vendor's details for future use.

Find step-by-step instructions in our Making a payment guide.

That's it! You have successfully added a vendor when creating a new payment. Your scheduled payment will now appear under the Payments tab.

You now know how to add vendors to your CashFlow Central account through multiple methods, ensuring you can easily manage your vendor relationships and payment processes.

 


 


 

Related articles