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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Onboard a vendor

Add vendors for AP, purchase orders, and contractor payments.

Vendors represent suppliers, subcontractors, and anyone you pay through Accounts Payable.

  1. 1

    Open Vendors

    Navigate to Vendors from the top menu.

  2. 2

    Create the vendor record

    Enter legal name, remit-to address, and default payment terms.

  3. 3

    Link bank details (optional)

    Send a Plaid Hosted Link so the vendor adds their own ACH details — you never store raw account numbers.

  4. 4

    Use on POs and AP bills

    Select this vendor when creating purchase orders or accounts payable invoices.

← Create a customer