Getting Started
Help users onboard quickly and efficiently—guide them through setup and activation.
- SALES ORDERS (SO)
- UNDERWRITING REQUIREMENT: SOCIAL SECURITY NUMBER
- TWO-FACTOR AUTHENTICATION
- SOW (Statement of Work)
- SILICON VALLEY BANK
- TIME-TO-CASH
- SINGLE EURO PAYMENTS AREA (SEPA)
- PCI COMPLIANCE
- INTERNATIONAL PAYMENTS
- ELECTRONIC DATA INTERCHANGE (EDI)
- FRAUD PROTECTION
- DeFi (DECENTRALIZED FINANCE)
- B2B & B2C Payments
- DSO
- CLIENTS
- PAYER
- ENTERPRISE RESOURCE PLANNING (ERP)
- ACCOUNTS RECEIVABLE
- NetSuite Invoice
- NET TERMS
- PRESENTMENT
- SETTLEMENT
- PAYMENT GATEWAY
- TRADITIONAL B2B PAYMENT METHODS IN THE US
- PAYSTAND BANK NETWORK
- PAPER CHECKS
- ACH (Automated Clearing House)
- Credit Cards
- CREDIT CARD PROCESSING STATEMENT
- DEBIT CARDS
- ELECTRONIC FUNDS TRANSFER (EFT)
- Wires
- NSF (Non-Sufficient Funds)
- GENERAL LEDGER (GL)
- CREDIT MEMOS
- QUOTES
- CASH APPLICATION PROCESS
- PROHIBITED INDUSTRIES
- RECONCILIATION
- CHARGEBACKS
- DISPUTES
- DEPOSITS
- DEPOSIT RECONCILIATION (AKA Bank Reconciliation)
- CASH SALE
- MULTI-ENTITY
- REFUNDS
- PRIVACY & SECURITY POLICIES
- OBJECT
- SOFTWARE AS A SERVICE (SAAS)
- RFPs, RFIs, & RFQs