Prepare your Clients' Vendors for

September 25, 2019

Save your clients money by paying through the Network

Looking to help your clients prepare their vendors to get paid via  

Our Help Center article on Setting Up Basic Receivables explains to vendors what to do when they get invited to join the Network with step-by-step instructions on getting set up to receive payments from your client.

  • Your firm or your client will send vendors an invitation to sign up. It's free to sign up for a Receivables account.
  • You or your client then subsequently follow up by sending an email to vendors with a link to this document and a personal note explaining how these instructions will walk them through the process of getting paid via

This should prevent confusion by vendors who do not know why they are being asked to use and do not know how to proceed.

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Client Pre-Setup Checklist
Client Pre-Setup Checklist

Next Item AR Role Assignments AR Role Assignments

Learn more about the default roles of the accounts receivable workflow

Setting Up New Clients

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