Skip to main content
How to submit your first loan?

Steps to submit your first invoice and request your first loan

Morgan avatar
Written by Morgan
Updated over a week ago

Following your onboarding, you now have access to capital either to pay your supplier invoices or to advance your receivables within the amount of your loan facility.

Here are the steps to follow to submit your first invoice and request your first loan:

1/ Upload your invoice

  • From your dashboard, click on the New loan button

  • Select your financing type: supplier invoice or customer receivable

  • Use our drag & drop function to submit your first invoice

  • Check the invoice information detected by the PDF reader, notably:

    • Issue and due date

    • Customer or supplier information

  • IBAN to which the loan will be paid out

    • If you wish to collect customer receivables, you are the seller

    • If you wish to pay your supplier invoices with credit, you are the buyer

2/ Request a loan

  • Once the elements have been checked and/or modified, click on "Continue" and a new page will open

  • Carefully select the date on which you wish to repay your loan (note that this is a contractual date and any postponement will have negative consequences)

  • You also have the option of personalising the payment date, your references and adding the beneficiary's email address in order to notify them

  • Then you can validate your request and you're all set!

Other articles that may interest you:

Did this answer your question?