Step-by-step guide to accepting an offer and what to expect during the process
If you haven’t connected your Xero account yet, connect it via the “Advance a new invoice” screen. Click the “Connect my Xero account” button and follow the instructions.
If your Xero account is already connected, go to the “Advance a new invoice” screen and click the “View my Xero invoices" button.
- Find the invoice you want to advance in the list
- Click "Request advance" button
- A processing screen will appear showing the progress
- If approved, a message will appear saying the advance has been approved
- Click the "View my offer" button
- The offer screen will appear showing you it’s details
- Check the checkbox to agree the terms and click the button to accept the offer
- Once complete, you'll see a success message confirming the advance
- 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.