Add and manage Vendors
A Vendor is someone you owe money to. Bills belong to one, payments out go to one, and some Vendors send their invoices through their own API.
Before you start
A Vendor is someone your Org owes money to — a distributor, a landlord, a subcontractor. Every Bill belongs to one, and every payment out goes to one.
Do not confuse a Vendor with a Vendor System. Addigy and Pax8 are both: a Vendor you pay, and a system that reports counts you bill your Clients from. The two roles are unrelated in the data and both are real.
Steps
- Open Expenses › Vendors and choose New vendor.
- Fill in the name, and the contact, email, phone, website and notes you have. Only the name is required.
- Save. The Vendor is now selectable on Bills and on payments out.
- To bring a list across, choose Import and supply a CSV.
- Press ⌘N in Vendors.
- Fill in the sheet and save.
Good to know
Only Vendors with something outstanding are offered when you pay Bills. A payment has to be against something, and a picker full of Vendors you are square with is a list of dead ends.
Some Vendors send their invoices through their own API rather than as a file. Where that is connected, what you review is the Vendor’s own document rather than a spreadsheet somebody exported — so the question is not “did the columns line up” but “is this what they actually charged us”.
A Vendor with history is kept rather than deleted, the same as a Client. What has happened stays on the record.