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Showing articles from Receivables tag

Is the FX rate guaranteed when I submit the request?

No. The FX rate shown when you submit the request is indicative. The final rate applied may differ slightly when the conversion is executed.

What if I don't have funds in the same currency as my invoice?

You can use the Convert & Settle feature to convert funds from another wallet currency and settle the invoice in a single request.

Do I need to convert currency before settling an invoice?

Not necessarily. If you're repaying a Treyd invoice, you can use Convert & Settle instead of creating a separate conversion first.

Can I convert currency and settle an invoice at the same time?

Yes. The Convert & Settle feature allows you to complete both actions in one request instead of creating separate conversion and settlement requests.

Is the FX rate guaranteed when I submit a conversion request?

No. The FX rate shown before submission is indicative. The final rate applied may differ slightly when the conversion is processed.

Can I convert currency and settle an invoice at the same time?

Yes. With Convert & Settle, you can convert funds from one wallet currency and settle a Treyd invoice in a single request.

When should I use Convert & Settle instead of a regular currency conversion?

Use Convert & Settle when your goal is to repay a Treyd invoice using funds held in another wallet currency. If you simply want to exchange currencies and keep the funds in your wallet, use a regular conversion instead.

Will Treyd contact my customer directly?

Not without your knowledge. If additional review is needed, our team will coordinate with you first.

Customer limits for receivables orders

Understand how customer limits work Before you can create a receivables order, your customer needs to be reviewed and approved by Treyd. Each customer is assigned their own financing limit and advance rate. This helps determine: * How much financing is available for that customer * How much of the invoice value …

What email notifications will I receive for wallet payments?

We’ll send email notifications when funds arrive in your Treyd Wallet and when customer repayments are automatically processed and matched to invoices.

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