How to Pay an External Vendor

Last updated: April 13, 2026

Here's a step-by-step guide on how to pay an external vendor or any other recipient using every's platform:

1. Access the Banking Tab:

  • Navigate to the "Banking" tab in your Every account.

2. Create or Select a Recipient:

  • Click on "Send Funds"

  • If the recipient is new:

    • Enter their name.

    • Click "Create Recipient" to save their information.

  • If the recipient already exists:

    • Select them from the list of existing recipients.

3. Upload the Invoice (Optional):

  • If required, upload the invoice associated with the payment.

  • Click "Next" to proceed.

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4. Choose Payment Method:

  • Select the preferred payment method:

    • ACH: Electronic transfer to a US bank account

    • Check: Physical check mailed to the recipient

    • International: Payment to international recipients (incase you have access to international payments)

    • Request from Vendor: Request payment information from the vendor

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5. Enter Payment Details:

  • Amount: Input the payment amount.

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  • In case of ACH Payments:

    • Provide the recipient's routing number and account number.

    • Select the account type (checking or savings).

6. Add Memo and Tax Information:

  • Memo: Enter a memo for the recipient.

  • W-9 Form:

    • If necessary, indicate whether you need to collect a W-9 form from the vendor for tax purposes.

    • This option is typically relevant for external vendors and contractors.

    • This is not relevant for international vendors and contractors.

  • For the question "Would you like to create a bill in your accounting software?"

    • If you're the founder or a company admin: Select "Founder".

    • If you're an accountant: Select "Accountant".

7. Accounting and Approval Details:

  • Bill Creation: Select whether to create a bill in your accounting software.

    • Reason for Payment: Specify the reason for the payment.

    • Purchase Category: Choose the appropriate category for the purchase.

    • Approvers: Select the necessary approvers for the payment, if applicable.

    • Note: Approval requirements may vary based on your role and company policies. Incase you have bookkeeper permission, you will be requested to choose an approver.

8. Review and Submit:

  • Carefully review the payment information.

  • Once you're satisfied, click "Create Payment" to finalize the transaction.