Vendor portal

Go to Settings=>Vendor portal:

This menu allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.

It consists of two sections described below.

Vendor portal settings

Here you can define the following settings:

Default time zone for new users: the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

Default currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.

Default payment method: the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.

Default payment terms: standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.

Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.

Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.

Default PDF locale: here you may specify the default locale (language,date and time) of invoices for all newly created clients and vendors. You may also define it individually for a particular client or vendor.

Invoicing by vendors - here you can enable or disable the ability to create invoices by your vendors.

Invoicing manager - here you can define one of your managers as the default recipient of notifications when your vendors create invoices.

Vendor application form - allows you to enable or disable the ability to submit applications by your vendors.

Vendor application manager - here you can define one of your managers as the default recipient of notifications when your vendors submit their applications.

Vendor application URL - you can post the vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.

To change any of the above settings (except for the Vendor application URL), click "Update":

In this section you can embed your standard agreement with your vendors into the system, so they will have to accept it before working with you.

Press "Create agreement" to add the agreement:

Enter the text of the agreement and press "Create":

Thus, new vendors will have to accept this agreement during invitation accepting.

You can edit or delete this agreement by pressing the corresponding buttons: