Watch our video walk-through:
How to add a vendor in Truss:
1) Add them from the vendors tab
On the left side of the Truss dashboard, click 'Vendors'.
On the top right corner of the contacts dashboard, click '+ New vendor'.
Enter your vendor's details and once done, click 'Add'. Please note, If no email address or phone number is added, direct deposit will be the only payment method available for paying the vendor.
Your vendor will then be added.
Note: You can customize the default method for each vendor by clicking on their name in the vendor tab and editing their settings.
2) Add them as part of a new transaction
On the left side of the Truss dashboard, click 'Bills'.
On the top right corner of the contacts dashboard, click 'Pay a bill'.
Click the vendor dropdown to access '+ New vendor'.
Enter your vendor's details and once done, click 'Add'. Please note, If no email address or phone number is added, direct deposit will be the only payment method available for paying the vendor.
If your vendor is a Truss user, you can select them from the list to add them to your Truss Network. If they are a new vendor, select the user under Continue with new vendor and click Add.
Select a payment method:
Payment Link: Send payment link to their email or text message and allow the vendor to decide how they accept the payment
Direct Deposit: Add your vendor's bank account routing information to deposit funds into their account directly.
Check Delivery: We will mail your vendor a check for the amount you wish to pay.
Please note that you must have sufficient available funds for checks to go through at their time of deposit.
Note: You can customize the default method for each vendor by clicking on their name in the vendor tab and editing their settings.
If you selected the 'Direct Deposit' option, add your vendor's bank account information and routing number. Once done, click 'Confirm & save'.
Confirm the vendor's deposit account details and click 'Next'.
Once you send the payment, your vendor will be added to your vendor list.