Articles on: Billing

How to set up Dealroom as a vendor in

Setting up DealRoom as a vendor in

If you're considering using for payments related to your DealRoom subscription, we've got you covered. Follow these simple steps to set up DealRoom as a vendor in

Log in to
Select Vendors from the left menu.
Click the Add vendor button in the top right corner.

In the box labeled Vendor name, enter any text (this won't matter because we will choose to add DealRoom manually).
Click Continue.

Scroll down and select Skip and Add Manually.

On the next page, opt for the option: No, Don't Use EPayments.

Choose between two options: Check or Bank Deposit.

Option 1: Paying by Check

Complete the form fields with the required information, typically found at the bottom right of each invoice.

Option 2: Setting up ACH or Bank Desposit

If you'd like to pay by ACH transfer or bank deposit, select the Bank Deposit option.
Input the Routing # and Account # located on the bottom left of the invoice received from us.

Once finished, click Save & Add Vendor.

If you encounter any questions or concerns during this process, don't hesitate to reach out to our support team.

Updated on: 04/04/2024

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