After working with numerous bookkeepers, accountants, and controllers, we put together a handy checklist for you to use for every payable and payout done through PayStand.
- □ Log into your PayStand Accounts Payable dashboard
- □ Connect your bank account, as a source of funds for payouts
- □ Create a vendor you intend to pay
- □ Create a Payout Batch, to send funds to your vendor
If you chose to retrieve the vCard from your dashboard:
- □ Retrieve the vCard from the dashboard once it's available
- □ Deliver vCard details to your vendor