Basic Receivables - Do more with

Additional features are available with your Basic Receivables account. With the Do more with section you can:

  • Invite your team members
  • Download the mobile app do more with BDC cards

Invite your team members

Have team members that you would like to collaborate with, add them as users so they can log into the same account.

  1. Hover over Invite your team members and click Add team now
  2. Enter the individual's details
  3. Assign them a role based on the permissions you would like them to have
  4. Click Save
  5. Select email notification settings
  6. Click Save Invite team card

Download the mobile app

The mobile app provides a simple and secure way to create, review, approve or deny, and even pay bills on the go.

  1. Hover over Download the mobile app
  2. Enter your mobile number
  3. Click Text me Download mobile card A link will be sent to your mobile number to download the app.