Simple customer on-boarding
How it Works in 4 Simple Methods
Learn how to automate your customer on-boarding with Cloud Banking and streamline your Cashflow today.
Email a Secure link
Invite your customer to signup and enter their details by a Secure link and hosted Sign-up page.
Invite many customers at once with a CSV file
Got lots of customers to add to the system, simply import them via a CSV file and send them a welcome link.
Choose contacts from your integrated accounting software
Using a Cloud Based accounting package, simply connect it to Cloud Banking and import all your customer directly.
Use our tokenized link to enable invoice and website payments
Just need customer to pay once off, simply Sind them to our Secure Hosted Payment pages and let your customers pay invoice online.