How do I add a vendor or payee?

You can add vendors directly within Forwardly, whether or not your accounting software is connected.

How to add a vendor or payee if your accounting software is connected

1. Add the vendor or payee in your accounting software.
2. Then re-sync your Forwardly account. The new vendor will automatically appear in Forwardly.

How to add a vendor or payee if your accounting software is not connected

1. On the left-hand navigation bar, click on Pay and then Vendors. 
2. Click Add New.
3. Either: 
   
   • Search and select a business from the Forwardly Business Network, or
   • Manually enter the vendor's business name, email address, and billing address.