We offer two services, a revolving line of credit and net terms on business purchases. This article applies to the net terms service.
You do not send your original invoice through the Fundbox platform.
- You can send invoices to your customer as usual.
- Once you send the invoice, log in to your Fundbox dashboard and send a payment request.
- Your customer will get an email letting them know that you’ve sent a request and they can log in to their Fundbox dashboard to accept it.
Automating the workflow
To make things faster and easier, you can set up payment requests to send automatically, each time you issue an invoice from your accounting software. You’ll just need to connect your accounting software to Fundbox first.
Then you can set up automatic payment requests for all invoices to a given customer.
Your customers can also set up auto accept so that as soon as they get the request, funds are sent to you from their Fundbox account, without them having to log in and accept manually each time.