- Liquid Support
- General
- Introduction to Liquid
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General
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For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
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For Vendors/Contractors
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Training Videos
How do I change my status between Client and Vendor?
You cannot switch between being a Client and a Vendor once you’ve selected either option.
Once you’ve chosen to set up as a Client or a Vendor, you can create a new business of the other type by pressing your name or avatar in the upper right corner and then clicking + add a new business in your user profile.
Click here to learn more about what it means to be a Client on Liquid.
Click here to learn more about what it means to be a Vendor on Liquid.