> For the complete documentation index, see [llms.txt](https://handbook.mattermost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://handbook.mattermost.com/operations/finance/onboarding/how-to-on-board-as-a-vendor.md). # Vendor onboarding **Effective Date**: January 1, 2021 If you're a new full-time staff member who will be issuing Mattermost a monthly or bi-monthly invoice, new vendor supplying goods or services, or a contractor to Mattermost, you will need to onboard as a new vendor with the [Finance Team](https://community.mattermost.com/private-core/channels/expenses). ## New Vendor or Contractor After your contract has gone through our [procurement process](https://handbook.mattermost.com/company/how-to-guides-for-staff/how-to-purchase/how-to-procure-a-vendor-contract), the [Finance Team](https://community.mattermost.com/private-core/channels/expenses) will set up your vendor in Accrualify. The Finance team will send the vendor a Welcome email to the vendor portal. In the portal, the vendor can provide their basic information and banking information, as well as provide their appropriate tax documents like: 1. [Form W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf) (please click [here](https://www.irs.gov/pub/irs-pdf/iw9.pdf) for IRS guidelines) (US vendors) 2. [Form W-8BEN](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf) (please click [here](https://www.irs.gov/pub/irs-pdf/iw8ben.pdf) for IRS guidelines) (Non-US vendors) 3. [Form W-8BENE](https://www.irs.gov/pub/irs-pdf/fw8bene.pdf) (please click [here](https://www.irs.gov/pub/irs-pdf/iw8bene.pdf) for IRS guidelines) (Non-US vendors) ## Invoicing and Payment For timely payment, invoices should be sent to or uploaded into the vendor portal. For further information on receiving payment by Mattermost, please refer to the [How to get paid](https://handbook.mattermost.com/company/how-to-guides-for-staff/how-to-get-paid) page. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://handbook.mattermost.com/operations/finance/onboarding/how-to-on-board-as-a-vendor.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.