Notifications
You're all caught up.
VendorFlow will surface anything that needs your review here.
My Stats
Recent actions
Archived groups
Archived groups keep their students and history, but no longer appear as active groups.
Student
Financial Activity
Certificates
Personal & family information
Groups
Notes
History
Charter Schools
Save the schools you work with so VendorFlow can generate invoices and send emails correctly.
Find a Charter School
Payments/Charges
VendorFlow pulls out the payments for you to review and connect to students.
Or add a single entry manually:
Income
Money you earned outside your VendorFlow billing.
Upload a Venmo, bank or similar statement and VendorFlow will pull out the money coming in. Nothing is saved until you choose what to import.
Expenses
Categorised to match your IRS schedule, ready at tax time.
Upload a credit card, bank or similar statement and VendorFlow will pull out the money going out and suggest a tax category for each one. Nothing is saved until you choose what to import.
Summary
What one year came to. Income, expenses by IRS category, and what is left -- ready to hand to a tax preparer or read yourself.
Vault
Upload a certificate PDF and it is read automatically — nothing is saved to your account until you approve it.
Choose the original PDF from the charter school. VendorFlow will soon read these details automatically.
Certificate status
Invoice scheduling and anything needing a fix.
Invoices
VendorFlow automatically prepares invoices when their scheduled billing date arrives. Review the finished invoice, then send it to the charter school.
How should VendorFlow number your invoices?
This applies only to future invoices. VendorFlow never silently renumbers an invoice that has already been created.
This subject and message are sent with every invoice email. Edit them below, then save.
Available placeholders: {{invoiceNumber}}, {{businessName}}, {{ownerName}}, {{charterSchool}}, {{studentName}}, {{certificateNumber}}, {{serviceName}}, {{amount}}, {{invoiceDate}}, {{dueDate}}.To-Do List
Email Inbox
See the emails VendorFlow received and how each one was classified.
Notifications
Everything waiting on a decision from you.
Actions
See what happened, when, and whether it was manual, imported, or automated.
Business Settings
VendorFlow Beta
Your VendorFlow address
How VendorFlow works for you
Manage how families can pay you, which automatic emails go out, your late fees, invoicing defaults, and your VendorFlow subscription.
Check every method you accept and add your details for each one -- this is what shows up automatically in payment reminder emails.
These are the default parent communications for new classes. You can still turn any of these on or off for a specific class afterward.
The late fee for every class, in one place. Editing a class here updates that class directly.
Defaults VendorFlow uses when preparing invoices. A charter school or class with its own setting still wins over this default.
Choose how VendorFlow numbers your invoices.
Sent to the address you sign in with.
VendorFlow will automatically do the following checked items without notifying you and asking for your approval:
VendorFlow saves these preferences now. 'Apply late fees to family accounts' already reflects how VendorFlow works today. The others are being wired up to actually skip your approval next -- checking them now just records your choice for when that's ready.
