For Agents
28 articles
- Release or reject a supplier payment request
- "Payouts disabled" and other reasons a release is blocked
- Reconcile a campaign
- Refund failed, direct debit failed, or insufficient balance emails
- Pay an in-house supplier and set up its Xero link
- Create and send a campaign to your seller
- The campaign page
- Changing a campaign after sending
- My seller didn't get the email, the link expired, or the email is wrong
- The seller says they've paid by bank transfer but the campaign still shows Pending
- "Why can't I…?" Missing buttons and error messages explained
- The campaign list
- Add a supplier
- Request a supplier swap
- Request additional funding, or approve a supplier's request
- Cancel an item, close it out, or refund credit to the seller
- Explaining payment options to your seller
- Pay Later from the agent's side
- Accept an agency invitation, switch agencies, and "No active accounts"
- Campaign templates: create, reuse and delete
- Register your agency
- Roles and permissions
- Invite staff, change roles, grant Accounts, and remove or reactivate staff
- Identity checks and hold emails explained
- Subscription and billing
- New agency setup checklist
- Invite co-directors to sign the platform agreement
- Agency profile and logo