Before running your First Invoice Run, we will need to:
1. Import your Balances from your previous software
Balances will be imported by your Onboarding Specialist if this something you requested.
Make sure you have sent your balances to your Onboarding Specialist.
2. Add in any Parent Payments
- Add in Parent Payments Manually see here
- Upload a Bank File into Discover see here
- Record Winz Payments see here
- Connect Xero and reconcile payments in Xero, we can then pull them into Discover see here
- Using Debit Success for Xplor Pay in Discover see here
Your Onboarding Specialist will assist you with this process.
Once this is completed, we are then ready to Run your First Batch of Invoices via Discover.
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