Filling in Seller Business Profile
Switching to the Business Profile Tab
You can open the Business Profile tab once you successfully submit all company information required in the Company tab.
Filling in the Business Profile
The seller's business profile will be shown to all counter-parties on the platform via the invoice card.
Enabling Auto-Selling of Invoices
If this setting is enabled then all the eligible seller invoices will be purchased by funders without requiring the seller to log in and select what invoice to sell.
Specifying Additional Fees
Use this table to store facility arrangement fees that were charged to the client offline. The system only stores these fees (they do not affect any pricing).
Submitting the Business Profile
The Submit button will appear disabled if you have not completed all required fields. After successfully saving changes you can continue to the next part of seller onboarding - Activating the Seller Account.
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Filling in Payer Business Profile
As a platform admin, you use the Admin Portal to onboard and manage payers on the platform. The payer onboarding process is covered in a series of articles: Filling in Payer Company Details Filling in Payer Business Profile Setting up Payer Limits ...Filling in Seller Company Details
As a platform admin, you use the Admin Portal to onboard and manage sellers on the platform. The seller onboarding process is covered in a series of articles: Filling in Seller Company Details Filling in Seller Business Profile Activating the Seller ...Activating the Seller Account
As a platform admin, you use the Admin Portal to onboard and manage sellers on the platform. The seller onboarding process is covered in a series of articles: Filling in Seller Company Details Filling in Seller Business Profile Activating the Seller ...Filling in Payer Company Details
As a platform admin, you use the Admin Portal to onboard and manage payers on the platform. The payer onboarding process is covered in a series of articles: Filling in Payer Company Details Filling in Payer Business Profile Setting up Payer Limits ...Filling in Funder Company Details
Open the Funder onboarding page From the Admin Portal Companies page, click the Create Funder button to open the fund manager creation page. Complete the company details section Key Notes Complete all required fields (marked with *). The registration ...