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Configuring your trial account

Once you have logged into your trial account, you will be asked to confirm some details.

You need to upload your logo for us to display it on your forms.
We accept most image files.
Don’t worry about resizing it as we will do this automatically for you.

Don’t have your logo on your device? Skip this step and you can complete it later.

Your business address

Enter your business address – this must be a physical address.

Who are your customers?

What kind of customers do you serve?
This step ensures you get the credit process you need.

How do you get paid?

We need to know if you want to get paid immediately when you complete a job/supply goods, on invoice (7 day terms etc) or a mix of both.

If you have selected that you want to get paid immediately on invoice, you will be prompted to apply for TradePaid.
This will give you control of WHEN you get paid, allowing you to collect credit card information and pre-authorise funds before you do a job!

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