PSA Getting Started - Setup: How to create vendors

How to create vendors

There are two ways to create vendors: in the Vendor setup screen, or when entering Bills you can create a vendor on the fly.

To add a new Vendor, click on the Vendor icon, you can fill out the General Information tab and click SUBMIT.  Once the vendor is created you can fill in information in the other three tabs (Acct. Distribution, 1099/Checks, and Comment).

You may want to check to see if the vendor already exists by using Find or Quick Find. If the software tells you the vendor already exits you may have inactivated a vendor.




Related Articles

How to find an inactive vendor

How to delete, inactivate, or reactivate a vendor

Adding a vendor account distribution

How does the vendor 1099 name get created, and can it be updated?

How to setup a vendor to print only one check per bill

How to set up vendor discount terms

Vendor terms discount calculation

How to merge vendor records





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