When should I use Convert & Settle instead of a regular currency conversion?
Use Convert & Settle when your goal is to repay a Treyd invoice using funds held in another wallet currency. If you simply want to exchange currencies and keep the funds in your wallet, use a regular conversion instead.
What if I don't have funds in the same currency as my invoice?
You can use the Convert & Settle feature to convert funds from another wallet currency and settle the invoice in a single request.
Is the FX rate guaranteed when I submit the request?
No. The FX rate shown when you submit the request is indicative. The final rate applied may differ slightly when the conversion is executed.
Is the FX rate guaranteed when I submit a conversion request?
No. The FX rate shown before submission is indicative. The final rate applied may differ slightly when the conversion is processed.
Can I convert currency and settle an invoice at the same time?
Yes. The Convert & Settle feature allows you to complete both actions in one request instead of creating separate conversion and settlement requests.
How can I avoid customers becoming blocked?
Make sure invoices always contain the latest Treyd Wallet details and confirm customers have updated their payment records.
What proof can I provide to unblock a customer?
Examples include: * Email confirmation from the customer * Updated payment instructions * Screenshots of updated banking details * Confirmation the customer received the corrected invoice
Blocked customers in receivables financing
Why a customer can become blocked To keep repayments secure and correctly matched, customer payments for receivables orders must be sent directly into your Treyd Wallet. If a customer repeatedly sends payments to the wrong account or uses outdated payment details, the customer may become temporarily blocked from ne…
What is a customer limit?
A customer limit is the maximum financing available for a specific customer you invoice through receivables financing.
Can customer limits change over time?
Yes. Limits and advance rates may be adjusted based on ongoing risk and payment reviews.
