Here is the step-by-step guide on how a new international Supplier will fill out an Onboarding form.
Supplier Onboarding Invitation
- Open the Onboarding Invitation email and click on Click here to onboard now or use the link to start the process.
Supplier Onboarding Form – Registration
- The Supplier completes the registation page. If the Supplier is already registered with Eftsure they will enter their email and password.
Note: Suppliers need to select Yes to this question to be able to provide international bank account details. If Supplier selectes No they will be asked to provide BSB and Bank Account number.
Supplier Onboarding Form – Company Information
- The Supplier completes the Physical Address, Post Address, Company Registration and Other Information details.
Supplier Onboarding Form – Payment Details
- The Supplier who have previously used Eftsure can select a payment type they have previously used from the drop from list and click Select this payment type and continue or add a new payment type.
- The Supplier enter the bank account details
- Click Finish
New Supplier can click Add another payment type and continue
The Supplier enter the bank account details and click Finish
Supplier Onboarding Form – Customer Requested Additional Information
The Supplier completes the Additional Information section. The Customer may require specific additional information. This could be documentation requirements, agreeing to their Terms & Conditions, invoices, etc. Any additional requirements from the Customer will appear in this section.