When you are working on your next deal, you can click Directory to search your Directory and add a contact with the click of a button.
Search for the contact you want to add and click Save. Don't have any contacts? Check out: How do I add someone to Directory?
Any payment participant (e.g. for referrals) will require you to double check and confirm the EIN (in Canada it’s the Business Number and GST/HST/PST). Make sure it’s correct and click Confirm.
We will populate all the fields using the information from the Directory. Click save and move to the next step!