How to Create and Manage Vendors for 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:
Click on 'My money' in the navigation bar at the top of your Housecall Pro account.
Select 'Vendors' from the menu on the left.
This will take you to your Vendor list.
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)
Click the blue 'Save' button, and your new vendor will be added to your Vendor List.
Please 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.
🛠️ 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.
Review and Edit Vendor Information
To access your Vendor List and review your vendors in Housecall Pro:
Select 'My money' from the navigation bar at the top of your Housecall Pro account.
Next, select 'Vendors' from the menu on the left to view your Vendor List.
To review specific vendor details, search for or select a vendor, then click on the vendor's name. You'll then be directed to the Vendor details page.
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 on a vendor.
To edit the vendor details, click the 'Edit' button, input updated information, and click 'Save'.
🛠️ 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.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.