To send money to your client through Routable, you will need to register as a customer first. You will receive an email invitation from your client beginning with the subject line, “Register to be invoiced by…”.
Within that email, click the button Register to be invoiced.
Next, you will be directed to a new page to begin the process of registering as a customer. Click the Get Started button to begin.
Add contact information
In the first section, you will be prompted to enter your contact information. After your information has been filled out, confirm that your contact information looks correct and then click Save and continue.
Add billing information
In the next section, you will fill in your billing information, including your Mailing Address and whether you are an Individual or represent a Business. After your information has been filled out, click Save and continue.
Select payment method
For your Payment Method, you can either (1) connect your bank account securely and instantly via Plaid, our third party platform, or (2) manually add your bank details (using account and routing numbers) and verify ownership of the account with micro deposits (takes 2-3 business days to verify).
Once you connect your bank account via Plaid, click the Confirm payment method button at the bottom of the page.
⭐️ If you add your bank details manually, you might see that the Confirm payment method button is be disabled. Please allow up to 2-3 business days for the micro deposits to reach your bank account, and once you verify your bank account then you should be all set up to make payments to invoices via Routable.
Read more about verifying your bank account with micro deposits.
After completing the registration process, you should be directed to a confirmation page letting you know that an email is on its way to you confirming that you are set up to send future payments to your client via Routable!