International Onboarding Invite Process

Here is a step-by-step guide on how a new international supplier will complete an onboarding form. 

• Supplier Onboarding Invitation
• Supplier Onboarding Form – Registration
• Supplier Onboarding Form – Company Information
• Supplier Onboarding Form – Payment Details
• Supplier Onboarding Form – Customer Requested Additional Information

Supplier Onboarding Invitation

1. The supplier receives the email below and clicks on Click here to onboard now or uses the provided link to initiate the onboarding process.
   

Supplier Onboarding Form – Registration

1. The supplier completes the registration page. If the supplier is already registered with Eftsure, they will enter their email and password. 
   

The country shown in the registration page was selected by you when submitting the invitation; suppliers can change it if needed. 

Note: Suppliers must select Yes to this question to provide their international bank account details. If the supplier selects No, they will be asked to provide the BSB and the bank account number.

Supplier Onboarding Form – Company Information

1. The Supplier completes the Physical Address, Post Address, Company Registration and Other Information details. 
   
   
   
   

Supplier Onboarding Form – Payment Details

If the supplier selects a country during registration, that country will automatically appear in the international bank account section. If not, the supplier can manually choose a country from the Bank Account Country drop-down list. 

1. The supplier enters the bank account details.
   
2. Click Finish 

Note: The supplier who has previously used Eftsure can select a payment type they have previously used from the drop-down list and click Select this payment type and continue, or add a new payment type.

Supplier Onboarding Form – Customer Requested Additional Information

The supplier completes the Additional Information section. These are specific additional information that you may request on your onboarding form.  This may include documentation requirements, acceptance of your Terms & Conditions, invoices, and other relevant details. 

If the supplier does not open the email invitation to onboard, reminder emails will be sent:

• 1st Email reminder: After 1 business day
• 2nd Email reminder: After 2 business days
• 3rd Email reminder: After 6 business days (4 days after 2nd email reminder)

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