How your invited vendors set up their account

Below is the flow your vendor will take when you invite them to receive payments electronically from you.

Benefits for your vendor signing up for a free Basic Receivables account

Basic Receivables accounts are completely free!

  • Once they've successfully added a bank account, payments to them will be directly deposited
  • They'll be able to manage multiple customers who use Key CashFlow or to pay them all in one account
  • They can explore the Network and connect with other customers using Key CashFlow or
  • Send eInvoices to you and other Key CashFlow or users
  • Receive documents in their Inbox
  • Manage invoices and record offline payments
  • …and more!

When the vendor accepts your invite

  1. In the invite email, they select Accept Invitation and will be redirected to the signup page
    Invite email
  2. They will then fill out some information about themselves and create a password, then select Create account
    • If you have already entered information on your vendor's record, some fields will be pre-filled
      Step 1 - Sign up page
  3. They will then enter their mobile number for 2-step verification and select Send code
    • This is the number where we'll send a code to verify them when they log in, add a bank, or add users
      BasicSignup 2 MultiFactorSetup
  4. They will then enter the six-digit code we send them and select Submit
    BasicSignup 3 ConfirmCode
  5. They will then select their account type Step 2 - Account type
  6. Then they enter some information about
    • Their company and select Next
      Step 3 - Org interview
    • Or themselves and select Next
      BasicSignup 5a IndividualInfo
  7. If they are with a business, they'll need to enter the company owner's information
    • This information is required by federal compliance laws
      BasicSignup 6 BusinesOwner
  8. They'll then enter their bank account information
    • We'll send a test deposit of $0.01 (a penny) to verify their bank account
      BasicSignup 7 AddBank

And that's it! Their free Basic Receivables account is ready to accept payments from you.

Identity Verification

In some cases, we'll need additional information to verify their account. If so, on the Overview page, they'll see an additional step to complete: Verify your identity to activate your bank account Verify identity onboarding card