Vendor portal

The vendor portal is where businesses that receive payments from Dash.fi customers manage their side of the relationship. It’s separate from the main Dash.fi app that customers use to pay their bills. In the vendor portal you publish your payment methods, contacts, and tax info once, choose which customers see each one, and track where each customer’s payments stand.

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How it works

1. A Dash.fi customer invites you, or finds you on the network if your portal is public. See Accept a customer invite.
2. The customer asks to see your payment methods, contacts, or tax info. You choose what to share. See Customers.
3. When you publish or change a detail, Dash.fi offers the change to each customer who can see it, and they accept it into their records.
4. You track the bills each customer has received from you on the Bills page.

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Signing in

You reach the vendor portal at the same app.dash.fi login as the main app. The sign-in methods are the same as the customer app: Google, Microsoft, email code, or password. See Signing in to Dash.fi for how each method works. After you sign in, Dash.fi routes you into the vendor portal automatically if your account only has the vendor portal enabled. If you have access to both the vendor portal and a customer Dash.fi account, you land in whichever surface you were last in and can switch between them at any time.

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Two-factor authentication

The vendor portal uses the same two-factor authentication setup as the rest of Dash.fi. If your account requires 2FA, you’re prompted to enrol an authenticator app or text-message factor the first time you sign in, and you can manage factors later from your profile. See Two-factor authentication for the full setup and recovery flow.

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Home

The portal home page summarises your account:

• Customers: your active customers and how many requests are waiting.
• Payment methods: how many you’ve published, and how many are shared with all connected customers.
• Contacts and tax info: how many contacts you’ve published, and whether your tax info is published.
• Needs your attention: pending customer requests, showing what each customer is asking for and what they call you. Click Accept or Decline, or Review to open the request.

Until you finish setting up, the home page also shows a Set up your vendor portal checklist:

1. Publish a payment method.
2. Add a contact.
3. Publish tax info.
4. Choose your visibility. This step is complete once your portal is public or you have an active customer.

The header of every page shows your visibility (Public or Private), your number of active customers, and the notification bell.

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Switching between the portal and the main app

If you’re both a Dash.fi customer and a payee of another Dash.fi customer, you can switch between the two surfaces from the organization switcher at the bottom of the sidebar. Click the switcher and pick Dash.fi to go to the customer app, or Vendor portal to go to the portal. The rows only appear when your account has access to both surfaces. The organization switcher is also where you switch between organizations and accounts if you belong to more than one. See Signing in to Dash.fi for how that works. The user menu below the switcher holds Profile, Theme, Support, and Log out.

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What’s in the portal

• Accept a customer invite: set up your portal from a customer’s invite email.
• Customers: review requests and choose what each customer can see.
• Bills: track bills your customers have received from you and comment on them.
• Payment methods: publish bank accounts and single-use card addresses.
• Contacts: publish the people customers contact about payments and invoices.
• Tax info: publish your tax ID and address for 1099 filing.
• People: invite teammates and manage portal access.
• Company: edit your company profile and network visibility.
• Your profile: your name, email, phone number, password, and two-factor authentication factors.
• Notifications: the notification bell, and how to choose which customer activity reaches you by email and in-app.