When your client has invited you to Routable as either a Vendor or a Customer, you will not be prompted to create and log in to a Routable account. 📚 Learn more about this here.
Instead, you will register as either a Vendor or a Customer and then, moving forward, your client will communicate with you via email notifications sent from Routable.
One of those email notifications is your invitation to register on Routable:
Accept the invite by clicking the Register to be paid button in the email (or use the link at the bottom of the email).
You will then be redirected to Routable and prompted for your individual or business information, as well as your payment details.
Each step of the registration process is outlined below.
✅ Get Started
Click the Get Started button to begin confirming your information.
✉️ Contact Information
Review the existing information added by your client. Make any edits and add the required details, if missing. Note - if you need to change your email address, please contact your client and request that they update the email address they have on-file.
When finished, click Save and continue to proceed to the next step.
📋 Tax Information
Enter in your tax information. This is the information you would use when filing taxes. The tax form is based on (1) your company type - individual or business and (2) country of residence.
Select your company type and fill in the required details.
✋ If the form shown in this section does not align with your company type and/or country, please contact your client and ask them to create a new profile for you with the requested changes - a different company type or country code.
When finished, click Save and continue to proceed to the next step.
🏦 Payment Method
Select or add a payment method to receive payments from your client. Depending on the forms of payment offered by your client, you'll be able to add a bank account and/or a check address.
Connect your bank account (recommended)
Connect your bank account securely and instantly via Plaid, our third-party platform. This method of verification is instant and you can accept pending payments from your client right away. Selecting this option will open a pop-up window that guides you through connecting your bank account on Plaid's platform. Click the circle to the left of the bank account you just added to select it and click Confirm payment method to complete registration.
Add bank account manually
If Plaid verification isn't available for your banking institution or you'd prefer to manually verify your bank account, there's the option to add your bank account using your account and routing numbers. Selecting this option will open a pop-up window that prompts you for your bank account details. Click the circle to the left of the bank account you just added to select it and click Confirm payment method for next steps.
- Note - you will need to verify your bank account before using it for future payments.
📚 Learn more about adding a bank account here.
Check
If your client offers check payments, choosing this option will open a pop-up window prompting you for your mailing address information. Click the circle to the left of the check address you just added to select it and click Confirm payment method to complete registration.
Why do I already have a payment method added?
Your client may have already entered in your payment method for you. If so, you can select your preferred payment method on this page. You will need to verify your bank account before using it for future payments.
(1) Click the circle to the left of the bank account you prefer.
(2) Select Use this bank account to begin the bank account verification process. 📚 Learn about the bank verification process using micro deposits here.
At the bottom of the page, there is the option to add a new payment method.
Once you've added a new payment method or selected your preferred payment method, click Confirm payment method to proceed to the next step.