How to Request a New Vendor
If you need to set up a new Vendor, Acuity Support is happy to help BUT Vendors can also be set up without Acuity Support intervention by a Super Admin User. See Vendor Management for written instructions and How to Add a Vendor Profile for brief video instruction.
Steps to Request a New Vendor
- Open a Support Ticket, see How to Open an Acuity Support Ticket
- Attach the New Vendor Request Form, provided here: New Vendor Request Form.docx
- Example Ticket below:
Note:
- Acuity Support is required for setting up Firms vs. Vendors as we provide the log in credentials for billing admistrators
- Vendor invoicing does not require site access
- A Firm can create a Vendor invoice or a Client can create a Vendor Invoice
- IF you want the Vendor to enter invoice detail themselves by accessing the system, then we would treat them as a firm, see How to Request a New Firm for further information on setting up an eBilling Firm.