How do I add a vendor?
Updated over a week ago

Watch our video walk-through:


How to add a vendor in Truss:


1) Add them from the vendors tab

  1. On the left side of the Truss dashboard, click 'Vendors'.

  2. On the top right corner of the contacts dashboard, click '+ New vendor'.

  3. Enter your vendor's details and once done, click 'Add'.

  4. 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

  1. On the left side of the Truss dashboard, click 'Payables'.

  2. On the top right corner of the contacts dashboard, click 'Send payment'.

  3. Select your payment type and click 'Next'.

  4. Click the vendor dropdown to access '+ New vendor'.

  5. Enter your vendor's email address and name.

  6. Select a payment method:

    1. Email: Let your vendor decide how they accept funds

    2. Direct Deposit: Add your vendor's bank account routing information to deposit funds into their account directly.

    Note: You can customize the default method for each vendor by clicking on their name in the vendor tab and editing their settings.

  7. If you selected the 'Direct Deposit' option, add your vendor's bank account information and routing number. Once done, click 'Confirm & save'.

  8. Confirm the vendor's deposit account details and click 'Next'.

  9. Once you send the payment, your vendor will be added to your vendor list.


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