To submit a new request, navigate to the top right of the screen where you will find a ‘New Request’ button. 

When you click on it, a side panel will appear on the screen and prompt you to insert the details of the invoice.

The fields represent:

  • Supplier name - select the supplier you wish to finance a payment to

  • Invoice number - so that we can link the request to the invoice

  • Date to pay supplier - when the invoice is due to be paid

  • Payment terms of the invoice - e.g 30 days, against documents, etc…

  • Goods being purchased - brief description of the invoice goods

  • Goods country of origin - select the country where the goods have been made (if available), and not the country where they have been shipped

  • Amount to finance - the currency and amount of the invoice payment

  • Deposit Paid - if you have previously paid a deposit on the goods. If Yes:

    • Deposit date - when you paid it

    • Deposit amount - how much you paid

  • Repayment currency - select between EUR, GBP, USD and AUD (where applicable). If repayment currency is different to the currency of the invoice:

  • Settlement method - choose the FX product to use

If ‘Drawdown from forward’ is selected then a list of their open forwards in the Buy Invoice Currency, Sell Repayment Currency will be shown, from which a selection can be made of one or multiple forwards.

If ‘Other’ is selected then a free text option to ask for an alternative such as a combination of a spot and a forward.

To submit the request, accept the terms of use and click the Submit button. 

You will then be prompted to upload any relevant documents for the request including the invoice, shipping documents, purchase orders, etc... (to make sure we can process the request as smoothly as possible, please follow these guidelines). 

When you click on the ‘Upload documents’ button, you will brought to a separate screen to upload your documents:

Once the request has successfully been submitted it will appear in the Submitted Requests table on the Dashboard.

Create a New Supplier

Click on the New Request button. Under Supplier, select “Add New” where you can fill in the form to create your new supplier.

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