Prepare the invoice
Define customer details, line items, dates, reference, and approved tax settings in the selected invoicing system. Have the responsible business adviser review financial requirements.
YOUR NEXT BUSINESS MOVE
Invoice payment workflows
Connect the agreed work to payment-status tracking.
01
Start with the transaction.
Connect the agreed work to payment-status tracking.
Collect & update
Check supported payment links, notifications, and status updates. Decide which system is the record of the invoice and who handles corrections.
Follow up
Assign responsibility for outstanding balances and customer questions. Business HQ is a sample-data preview; live invoicing must use an available production system.
02
Price the complete setup.
The agreement should explain each part of the service.
Processing
Compare the published starting model with your transaction mix. Final rates, fees, and eligible transactions are confirmed in the merchant agreement.
Tools & delivery
Hardware, applications, gateway subscriptions, implementation, training, and support are itemised as relevant. Confirm recurring costs as well as initial setup.
GrowthPass
An eligible arrangement can include a defined website or marketing benefit. Select the benefit that supports the business and review its conditions alongside the payment terms.
03
Prepare a useful assessment.
Approximate business information is enough to start.
Your current arrangement
List the provider, software, devices, monthly sales range, and the problems you want to solve. Do not submit card or bank account information in the enquiry form.
Your required workflow
Describe a normal payment and an exception, including which records need updating and who needs access.
Your timing
Tell us about opening dates, peak trading, and staff availability. Implementation depends on provider readiness and the agreed scope.