catfish

add your first vendor

one card per supplier you buy from — contact, terms, account number, history. the mirror of dragonfly for the other side of the money.

4 steps~2 min

1
open catfish
click "catfish" from the app switcher.
2
click "new vendor"
the button sits in the top toolbar.
3
fill in the basics
company name, primary contact, phone, email, website, city, category (materials, software, services, etc.), and your account number with them.
4
set payment terms
net 30, cod, net 7 — pick what's actually on their invoice. terms live on the vendor card so every future payment inherits unless you override.
tip
save vendors as you go, not all at once. easier to add the carpet supplier the first time you buy carpet than to backfill twenty vendors on a saturday.

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