Using the Payments Platform
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How do I reset my password (“forgot password”)?
In the login page, under the password field, click “Forgot Password”.
How to send invoices manually through the platform?
Go to your Balance account. Under the Transactions tab, click on ‘+ Create’ in the upper right hand corner. Choose the relevant buyer (and for marketplaces the relevant vendor as well*) and fill in the relevant details - including the items, the desired payment mechanism and payment methods you’d like to enable. If you choose the net terms option you can choose to Finance the Transaction. Lastly, click on Share Invoice to produce the invoice and send it to the customer.
*Please note: Balance supports multi-vendor transactions via the API. If you need to support multi-vendor transactions via the dashboard, set the vendor as yourself and payout vendors manually from the “Vendors” tab.
How to add vendors? (For Marketplaces)
Go to your Balance account, click on Vendors and then click on ‘Add new vendor’. Insert the Vendor’s details including their bank account and click on ‘Add new vendor’. The "Invite" button can also be clicked to copy the URL of our hosted vendor onboarding form. This can be sent to vendors for them to self-serve onboard or by you to onboard non-US vendors.
How to add buyers? (For Marketplaces)
Go to your Balance account, click on Buyers and then click on ‘Add’. Insert the Buyer’s details including their bank account and click on ‘Add Buyer’. The ‘Invite’ button can also be clicked to copy the URL of our hosted vendor onboarding form. This can be sent to vendors for them to self-serve onboard.
What is “Auto payout”?
Auto Payout is a feature for marketplaces. When enabled, Balance will automatically trigger payment to the vendor on transaction capture. Transaction capture is the process by which the transaction is completed, and funds are withdrawn from the customer account, processed and transferred to the merchant account.