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