Edit or Delete Vendors & Payees

Rentec Direct makes it easy to update vendors & payees ensuring current W-9s and important information is in the software. The steps below will guide you through updating their information.

Edit Vendors & Payees

In your Rentec Direct account:

1. Click on Settings
2. Under Financial, click on Vendors & Payees
3. Open the action menu
   1. Click on the stacked menu icon, or
   2. Right-click on the vendor name
4. Click on Edit Vendor
5. Make necessary changes
6. Click Save Vendor

System Note: If the vendor has payment information entered for ACH payments, a mailing address is required.

Delete Vendors & Payees

It's easy to delete vendors & payees in your Rentec Direct software while preserving their associated transactions to maintain accurate accounting. This is particularly helpful for deleting duplicate vendors.

In your Rentec Direct account:

1. Click on Settings
2. Under Financial, select Vendors & Payees
3. Locate the vendor you want to delete
4. Open the action menu:
   1. Click on the stacked menu icon, or
   2. Right-click on the vendor name
5. Click on Delete Vendor - A warning will display advising:
   1. Transactions that have been posted to the Vendor
   2. If there are recurring transactions associated with the Vendor
6. Choose a New Vendor to transfer the transactions that have been posted to the vendor and recurring transactions
7. Click Delete Vendor