Simple customer on-boarding

Adding new customers couldn’t be easier, choose from 4 simple methods to add new customers. We have your customers security covered, while making sure you capture the right details, so it's business as usual.

How it Works in 4 Simple Methods

Learn how to automate your customer on-boarding with Cloud Banking and streamline your Cashflow today.

Email a Secure link

Invite your customer to signup and enter their details by a Secure link and hosted Sign-up page.

Invite many customers at once with a CSV file

Got lots of customers to add to the system, simply import them via a CSV file and send them a welcome link.

Choose contacts from your integrated accounting software

Using a Cloud Based accounting package, simply connect it to Cloud Banking and import all your customer directly.

 

Use our tokenized link to enable invoice and website payments

Just need customer to pay once off, simply Sind them to our Secure Hosted Payment pages and let your customers pay invoice online.

Ready to make your Cash Flow again?

Contact Us and Get a Quote Today