Payments through Craftable allows you to send payment to vendors for invoices entered into the platform. This article will take you through the steps required to start paying your vendors through Craftable.
**Please attempt to complete these steps prior to your Payments Training so that we can make the most of the time on your training.**
Before continuing with these steps:
- Ensure you have Payments enabled. If you see a Payment option on the Navigation Bar in Books, then you have payments enabled.
- Gather your Tax ID and bank account details.
Step 1: Enter your Tax ID and Upload Signature
Navigate to Books > Payments > Checkbook Settings
Enter your Tax ID
Enter your Tax ID and your Address. Your Tax ID must be 9 digits long and without dashes. You must also enter your address details at the same time, prior to clicking "Upload to Checkbook".
Upload Your Signature
Upload an image of the signature for a signer on your bank accounts and click ‘Upload to Checkbook.’
The image of the signature should be tightly cropped of just the signature as seen below.
NOTE: After clicking ‘Upload to Checkbook,’ the Tax ID will no longer be visible but has been saved.
Step 2: Setup Bank Accounts
Navigate to Books > Payments > Bank Accounts and follow the instructions in the article linked below:
Step 3: Setup Vendors for Payments
After completing steps 1-3, you will be ready to make payments to your vendors. To send payment, you will need to enter your vendor payment details as outlined in the article linked below: