Every bill comes from someone. Instead of retyping “Acme Supplies, 123 Main Street, Net 30” every time, save your vendors once and reuse their info forever. Vendor records also track payment history, W-9 status (important for 1099s), and how much you’ve spent with them over time.Documentation Index
Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
Use this file to discover all available pages before exploring further.
Adding a vendor
Add payment info
- Payment terms (Net 30, etc.)
- Default expense account
- Tax ID (if you’ll need to send them a 1099)
Vendor information
| Field | What it’s for |
|---|---|
| Vendor name | How you identify them |
| Display name | How they appear on reports |
| Contact name | Who to reach out to |
| For sending POs or questions | |
| Phone | Contact number |
| Address | Where to send checks |
| Website | Their website |
Payment details
| Field | What it does |
|---|---|
| Payment terms | Net 30, Net 15, Due on receipt, etc. |
| Default account | Which expense account bills auto-assign to |
| Payment method | How you usually pay them (check, ACH, card) |
| Account number | Your account number with them |
Tax information (for 1099s)
If you pay a vendor $600 or more in a year, you might need to send them a 1099. Collect this upfront:| Field | What it is |
|---|---|
| Tax ID type | SSN or EIN |
| Tax ID | Their actual number |
| 1099 eligible | Yes/no for 1099 reporting |
| 1099 type | NEC, MISC, etc. |
Get W-9 forms from any vendor you expect to pay $600+ annually. January is too late to start collecting them.
The vendor profile
Everything about a vendor in one place:Overview
- Contact information
- Year-to-date spending
- Current balance (what you owe them)
Bills tab
All bills from this vendor:- Open (unpaid)
- Paid
- Overdue
Payments tab
Payment history:- What you’ve paid them
- When
- How
Documents tab
Store related files:- W-9 forms
- Contracts
- Correspondence
1099 tracking
Track payments for year-end 1099 reporting:- Mark the vendor as 1099 Eligible
- Enter their Tax ID
- Pluvel tracks payments throughout the year
- Generate 1099s at year-end
Alerts
We’ll warn you when:- A vendor approaches the $600 threshold
- W-9 is missing for an eligible vendor
- Tax ID isn’t on file
Vendor categories
Organize vendors by type:- Contractors
- Suppliers
- Professional services
- Utilities
- Software/subscriptions
Importing vendors
Moving from another system?- Go to Vendors → Import
- Upload CSV
- Map columns
- Import
CSV format
Merging duplicates
Created the same vendor twice?- Go to Vendors
- Click Merge
- Select the duplicates
- Choose which record to keep
- All bills consolidate under one vendor
Archiving vendors
For vendors you don’t use anymore:- Open vendor profile
- Click Archive
- Hidden from active lists but history is preserved
Expense claims
Submit and approve employee expenses.