Add or edit vendors

You can add or edit information about your vendors in OnBalance so that you can track the individuals and companies you pay for supplies and services.

Notes

  • When you set up your Mercado Pago account, OnBalance creates Mercado Pago as a vendor. Then, when you receive payments from customers who use Mercado Pago, the corresponding Mercado Pago charges will be automatically recorded as advance payments in the current account of this vendor.
  • When you set up your Mercado Libre account, OnBalance creates Mercado Libre as a vendor. Then, when you receive payments through Mercado Libre, the charges will be automatically recorded as a pre-payment for the vendor.
  1. In the Vendors screen, click New Vendor, or click the name of the vendor whose information you want to change.
  2. If you add a vendor, click Individual or Business.

  3. Enter or change the vendor's information.

    Notes

    • To have OnBalance automatically complete several fields in this screen, click the Obtain data from the AFIP registry button, and enter the vendor CUIT number. The application will verify your vendor registration and import all of the information from AFIP into the new vendor form.
    • If the query does not obtain results, you will need to manually enter the information for the new vendor. The query may not obtain results for the following reasons.
      • AFIP is blocking the vendor's registration proof.
      • The ID entered is not a CUIT. The ID is probably a CUIL.
      • The ID entered is not active.
      • The vendor is not active in VAT or a simple taxpayer. You will have to select the vendor's VAT status.
      • AFIP Web Service is not currently working.
  4. Click Save.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.