Want to finance an invoice through Treyd? No problem! Just make sure your receivables order has all the right ingredients.

 

Here’s your step-by-step guide to help you submit your order like a pro- seamlessly and with zero stress. 

 

Step 1: Prepare your invoice 
Make sure your invoice is complete and easy to read. It should include:

 

• Your company’s name and address, along with your customer’s details
• A description of the products sold
• Payment terms (invoice date & due date)
• Your Treyd wallet account details listed as the payment recipient
• A currency enabled in your wallet

Helpful heads up: The invoice must be issued by the same legal entity that holds the credit line with Treyd. Invoices from other companies within your corporate group cannot be accepted.

 

 

Step 2: Check the invoice dates

Before submitting:

 

• Confirm that the invoice is no more than 10 days old when submitting. (If it’s older, you’ll need written confirmation from your customer confirming that they'll pay into your Treyd wallet).
• Make sure the due date on the invoice matches the due date on your receivables order- alignment is key!

Worth keeping in mind: Invoices issued without your Treyd wallet account details cannot be funded.

 

 

Step 3: Make sure the invoice reflects your usual business 

Keep the invoice in line with what your business typically does, focusing on the main products and keeping any extra charges to a minimum.

 

 

Step 4: Be ready to provide Proof of Delivery (PoD) if requested

If we ask for it, here are acceptable forms of PoD:

• Signed delivery note

• Bill of lading

• Digital PoD (signature, GPS timestamp, etc.)

• Delivery confirmation email or SMS

• Courier tracking info

• Photo of delivery

• Acknowledged invoice signed by recipient

 

Quick, but key reminder:

When updating your bank details to the Treyd Wallet, make sure your end customer knows—payments need to be redirected, and they’ll need to update their records too.

 

That’s it! Follow these steps, and your receivables order will be processed with ease.

 

If you have any questions, feel free to reach out to our Customer Support team at support@treyd.io :)