Invoisure White-Label Portal Provisioning (Onboarding)

Invoisure White-Label Portal Provisioning (Onboarding)

1. 01

   Log into the Invoisure partner admin portal and navigate to the 'Sales Office' section.

   Ensure you have partner-level credentials. The Sales Office is where you manage merchant accounts and their performance.

2. 02

   Create a new merchant profile under the 'Merchant Management' tab.

   Enter the merchant's business details, contact information, and assign them to a sales office if you have multiple offices.

3. 03

   Configure the white-label branding for the merchant's portal.

   Upload the merchant's logo, set their brand colors, and assign their custom domain. This ensures the portal appears as the merchant's own.

4. 04

   Set up the payment gateway integration for the merchant.

   Select the appropriate gateway from the supported list (NMI, CardConnect, Accept.blue, RunPayments, Bead) and enter the merchant's gateway credentials. Test the connection to ensure it is active.

5. 05

   Enable the required features for the merchant's dashboard.

   Toggle on invoicing, payment links, virtual terminal, text-to-pay, QR-code payments, and recurring billing based on the merchant's service needs.

6. 06

   Import the merchant's existing customer data.

   Use the CSV/Excel import function or manual entry to add customers. Verify that the data maps correctly to the customer management fields.

7. 07

   Send a test invoice to verify the end-to-end flow.

   Create an invoice with line items, VAT if applicable, and a payment link. Process a payment through the virtual terminal to confirm the transaction appears in the ledger and reports.

8. 08

   Train the merchant's staff on using the portal.

   Provide a walkthrough of creating invoices, sending payment links, and viewing reports. Confirm they can access the portal via their custom domain.