If your Canadian account is enabled to make vendor payments, you can create vendors and invite them to connect via the network so you can send them electronic payments.

Note: You can only pay vendors in the US or Canada from your Canadian account.

Jump to:

• Create and invite a vendor
• Edit a vendor
• Archive a vendor

Create and invite a vendor

1. Select Vendors in the navigation menu
2. Select Add vendor
3. Enter required vendor info
4. Select Add Vendor & Send Invite

We'll invite your vendor to connect via the network, and you can see the status of the invitation at the top of the vendor's profile. Once they accept, you can send them electronic payments.

Edit a vendor

1. Select Vendors in the navigation menu
2. Select the name of the vendor you want to edit
3. Select Edit
4. Make desired changes and select Save

Note: if you are connected to the vendor via the network, we'll auto-populate the vendor's details based on the info entered on their side. You can edit, but we suggest asking the vendor to update their info instead, which will update yours.

Archive a vendor

1. Select Vendors in the navigation menu
2. Select the name of the vendor you want to edit
3. Select the 3 dots then select Archive vendor
4. Select Confirm