Inviting Another Business to Transact
Follow this step-by-step tutorial on how to invite another business to pay or get paid by them.
1. Go to Your Dashboard
From your Dashboard, you can invite a business in two ways.
2. Dashboard
Go to Other Actions and select Invite Payor or Payee.
3. Left Navigation Panel
Alternatively, you can click on Business Contacts from the left navigation panel.
4. Invite New Business Contact
Then, click on "Invite a Payor or Payee," and a pop-up window will appear on your screen.
5. Enter Email Addresses
Inside the pop-up window, click on the Emails field. Type the email address of the payee you want to invite. If you want to invite more than one payee, type multiple email addresses separated by commas.
6. Send Invitation
When you have finished entering the email addresses, click the Send Invitation button to send the invitations.
7. View the Invited Contacts
Once the invitations have been sent, go to the Invited tab in your Business Contacts section. This is where you can view a list of all the payors or payees you have invited that have not yet completed their onboarding in LiquidTrust.
8. Monitor the Onboarding Status
When a payee accepts the invitation and completes the onboarding process, they will appear under the All Contacts tab in your Business Contacts.
You’ve successfully added new business connections. If you have any questions, please email us at support@liquidtrust.io.