How do I advance an invoice imported from my accounting software using TRIVER?

If you haven’t connected your accounting software account yet, connect it via the “Advance a new invoice” screen. Click the “Connect accounting software” button and follow the instructions.

We currently support Xero, Sage Business Cloud and Quickbooks online. More integrations coming soon.

If your account is already connected, go to the “Advance a new invoice” screen and click the “View my imported invoices" button.

1. Find the invoice you want to advance in the list
2. Click "Request advance" button
3. A processing screen will appear showing the progress
4. If approved, a message will appear saying the advance has been approved
5. Click the "View my offer" button
6. The offer screen will appear showing you it’s details
7. Check the checkbox to agree the terms and click the button to accept the offer
8. Once complete, you'll see a success message confirming the advance
9. The funds are sent to your bank account immediately

Note: The "Request advance" button will be disabled if you don't have sufficient facility limit available to advance an invoice.