You will have the option to run a credit check only without implementing automated payments. This is beneficial when you want to understand a potential client(s) credit history. Simply click on the "Clients" tab to begin running a credit check. From here, click the blue "Add" button. Once that is selected, a window will pop up to input the new client information.
Entering the company name is optional. You are only required to provide either the email address or mobile number of the company you wish to verify, then select "Yes" to Run credit check only. Click "Send Email" or "Send Text".
Then, your potential client will receive an email or a text that reads:
"<<Your Company Name>> wants to thank you for your recent inquiry. Click here to fill out the credit check application."
Credit Checks with Automated Payments – End-to-End Solution
Our system allows for an easy, end-to-end process from credit checks to getting paid.
To automate invoices & payments with your credit checks, you must first set your terms. To add and edit terms for your credit checks, navigate to the "Terms" tab.
From here, the first terms you set are the payment date for checks for both "Passing Credit Scores" and "Failing Credit Scores". These terms then become your default settings related to those scores.
Below the passing/failing credit terms settings, you can choose to allow your contacts to opt out of automated payments. If they choose to opt out, they become a Verified Contact.
As an Admin, you can also choose to allow your Portal users to edit the terms of your credit checks. If you select "No", then those users won’t have access to the "Terms" tab.
Lastly, you can choose to apply a late fee for past due invoices if you use our invoicing system. This can be set from the "Invoicing Settings" as a percentage or as a flat rate.
Upon submission, an email will be sent to notify you of a completed app to be reviewed.
Adding New Clients
Adding a new client is simple. First, make sure your terms are set up the way you would like, then navigate to the "Clients" tab. Click on the blue "Add" button. Once that is selected, a window will pop up to input the new client information.
When adding a new contact, you can choose to only run a credit check, or you can run a credit check with payment terms. Regardless, the payment information will be collected.
Under the "Clients" tab you can view the clients you currently have in the system. From here, you can view your client's details, view the agreement between you and your client, and you can also delete the client. Below is an image of what the client details page will look like.