Step 1

Either click Add a Creditor from your dashboard or Head to the Contacts page

Step 2

If on the contacts page, select the Creditors tab then click Add a Creditor

Step 3

Complete both the Personal Details and Company Details profile sections.

Tip: If you don't know any of the info, put in a generic response and come back later to update the profile further.

Step 4

Add the Creditors preferred payment account.

And that's it! The creditor will now appear in the payment list for any bills you create in the system. Click here learn how to pay them.

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