Inviting Vendors to Slash

Overview

Instead of collecting sensitive payment details over email or chat, you can send an invite from Slash and let the vendor complete their details through the secure flow.

• Invite a vendor when you need them to add or update payment details before you can send a bill payment or outgoing transfer.
• Use vendor invites when you do not want to manually handle sensitive bank information, tax details, or contact updates outside Slash.
• If the vendor already exists, review the existing vendor profile before sending another invite so you do not create duplicate records.

How to Send a Vendor Invite

Step 1: Open Recipients

From your Slash dashboard, click the Payables dropdown and navigate to Recipients.

Step 2: Add a New Recipient

To create a new saved vendor, click in the top right of the Recipients page where it says"+ New Recipient". The form you use to manually add a recipient or vendor details into your Slash account will appear.

Step 3: Create a new invite

In the form to add recipient details yourself, you'll see an option in the top right of the window to send an invite. Click it to open the vendor invite form.

Step 4: Fill out the vendor invite form

On the form, you'll be required to fill out:

• Recipient name: The name of the vendor that will appear in your Slash account
• Email: The email of the individual who will receive the invite, with the option to CC to additional recipients.
• Recipient type: Whether the invite is going to a vendor (business entity) or indiviual
• Deposit type request: You can select whether the vendor will supply US bank account, international bank account, or stablecoin wallet details.
• Name to show on request form: The name that will be listed on the email and invite form.

Optionally, you can toggle to request address details or tax details. If tax details is selected, the recipient will be prompted to upload a W8 / W9 document.

As you fill out the details, you can view of preview of the vendor invite email and the request webpage by toggling between views on the right-side panel.

What the Vendor Sees

1. The vendor receives an email asking them to provide or confirm the information needed to receive payment.
2. In the email, a secure link will open a webpage connected to Slash to input their details.
3. If more information is needed, Slash may show follow-up prompts or leave the vendor profile incomplete until the missing details are provided.

Troubleshooting Vendor Invites

Before sending a payment to a vendor added to your Slash account:

1. Confirm the vendor name, email, and payment destination before scheduling or sending payment.
2. Check that the vendor profile is complete and does not duplicate another vendor record.
3. If your company uses approvals, make sure the bill or payment follows the required approval workflow before funds are sent.

If the vendor did not receive the invite, first confirm the email address and ask the vendor to check spam or security filters before resending.

If the vendor entered the wrong details, please ask the vendor to update the profile or edit the vendor details if your permissions allow it.

If the invite is still listed as incomplete, open the vendor profile to see whether required contact, bank, tax, or payment details are missing. Ask the recipient to complete all the required fields in the form and resubmit.

If you see duplicate vendor records, determine which recipient entry contains the majority of your payment history and consolidate or archive duplicates according to your team’s process.

Need More Help?

If a vendor invite is stuck, sent to the wrong person, or showing incomplete details after the vendor responds, contact Slash support from the in-app chat and include the vendor name, invite email, and related bill or payment if applicable.