How to Create and Manage Vendors with Bill Pay
Every bill submitted through Bill Pay must be associated with a vendor. Luckily, Bill Pay allows you to easily create and store vendor information, eliminating the need to re-enter vendor details with each new bill.
You can also view past and future invoices associated with each vendor, along with the outstanding amount due to a given vendor.
The Vendor List in Housecall Pro allows you to add new vendors and access existing vendor information.
Create a Vendor in Housecall Pro
To create a vendor in Housecall Pro:
Go to My money in the top navigation bar of your Housecall Pro account on web.
Select Expenses > Vendors from the left menu.
Click the blue New vendor button in the top right corner of the page.
Input the following vendor details:
Vendor name
Address
City
State
Zip code
Vendor phone number (optional)
Vendor email address
Your account number with your vendor
Notes (optional)
Vendor bank account information (optional)
🛠️ Pro Tip: If you include an email address in the Vendor email address field, an email will be sent to the vendor notifying them that payment is on the way.
📌 Note:
The Vendor name and address you input will be used as the payee name and mailing address for the check once the bill is submitted.
You can update vendor information at any time, but please confirm the name and address before submitting the bill for payment.
Click Save, and your new vendor will be added to your Vendor list.
Review and Edit Vendor Information
To access your Vendor List and review your vendors in Housecall Pro:
Go to My money in the top navigation bar of your Housecall Pro account on web.
Select Expenses > Vendors from the left menu to view your Vendors list.
Select a vendor from the list to review their details.
The Vendor details page provides an overview of the number of bills you've paid to this vendor, the status of the bills, and any relevant notes for that vendor.
Click Edit to update the vendor's information as needed.
Click Save when you're done, and that's it!
🛠️ Pro Tip: If you have draft bills associated with this vendor, that draft bill’s vendor details will be updated to reflect your most recent changes.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.