Notifications
You're all caught up.
VendorFlow will surface anything that needs your review here.
VendorFlow Actions
Choose a class
Upload roster CSV
Download the roster CSV from your school or learning center and drop it here.
Current roster
Archived Classes
Archived classes keep their rosters and history, but no longer appear as active classes.
Students
Search students & families
Search by student name, parent name, email, or phone.
Charter Schools
Save the schools you work with so VendorFlow can prepare certificates, invoices, and emails correctly.
Find a Charter School
Payments/Charges
Upload any bank statement, Venmo statement, or similar record showing money you've received from families. VendorFlow will pull out the payments so you can review, connect them to students, and import.
Or add a single entry manually:
Forwarded payment emails will automate this later.
Expenses
Track what you spend running your business, organized the same way the IRS wants it -- so at tax time, every category total is ready to use.
Tax Summary
Totals for one year, organized by IRS category -- pull these straight into your tax return or hand them to your tax preparer.
Certificates
Upload a certificate PDF and VendorFlow reads it 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.
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.
Invoice email template
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
Track every task, requirement, renewal, deadline, and reminder in one place.
Email Inbox
See the emails VendorFlow received and how each one was classified.
Notifications
Start here. VendorFlow collects decisions, reminders, warnings, and anything else that needs your attention.
Actions
See what happened, when, and whether it was manual, imported, or automated.
Account & Settings
Review and update the information VendorFlow uses for your business.
Send or forward business messages here
Save this address in your contacts as VendorFlow. Use it for certificates, student changes, payment updates, and other VendorFlow business.
VendorFlow will email a secure password-reset link to your login email.
Manage learning centers and other business details.
Information VendorFlow uses
Check every method you accept and add your details for each one -- this is what shows up automatically in payment reminder emails.
