Manage vendors, bookings and invoices

Platform: ResiConnect · For: Activities, Executive Director

Vendors tracks the people you hire, such as musicians and speakers.

Add a vendor

1. Open Operations and select Vendors.
2. Select Add vendor.
3. Enter the Vendor / act name. Add a Category, Talents / tags, contact details and Default rate ($).
4. Turn on Preferred to mark a favorite.
5. Select Save vendor.

Book a vendor

1. Select Book vendor.
2. Choose the Vendor, then enter a Title and Date & time.
3. Add the Duration (min), Location and Cost ($).
4. Keep Sync to community events calendar on to create a linked event residents can see and book.
5. Select Save booking.

Record an invoice

1. Select Record invoice.
2. Choose the Vendor and enter the Amount ($).
3. Add the Invoice #, dates and the file if you have one.
4. Select Save invoice.
5. Later, on the Invoices tab, open the row's menu and select Mark paid.

Good to know

• Tabs: Directory, Calendar and Invoices.
• The top tiles show Active vendors, Upcoming bookings, Outstanding and Paid YTD.
• Unpaid invoices past their due date show as overdue.
• ResiConnect records invoices. It doesn't pay vendors.
• Deleting a vendor also removes its bookings and invoices.

If something goes wrong

If you see "Vendor booked, but it is not on the events calendar," add the event by hand on the Events page. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.