Welcome to the Inkoopstroom (Connect) FAQ. These questions are specific to registered Connect users managing projects, contracts, users and merchant onboarding. For invoice, payment and Billing Request questions that apply to all debtors, see the Debtor FAQ.
Account & company settings
How do I update my company details?
Registered Connect users with Admin rights can update the company profile (logo, contact information) directly in the portal. For legal or billing detail changes, see Company Profile (Connect).
What user roles are available?
Five roles exist: Admin, Manager, Project Manager, Billing Request Approver and User. See Users & Roles (Connect) for what each can do.
How do I add or remove portal users?
Admins manage this from the Users section. See Users & Roles (Connect) for the full steps.
Projects & contracts
What is a project in the portal?
A project groups invoices, Billing Requests and merchants under a single reference, usually with a PO number. See Projects (Connect).
How do I manage contracts?
Registered Connect users can view, create and manage debtor-merchant contracts, including payment terms, dates, auto-renewal and templates. See Contracts (Connect) and Templates | Contracts (Connect).
Can I extend or terminate a contract?
Yes, using the Extend or Terminate options on the contract. See Contracts (Connect) for details.
Onboarding & merchants
How do I onboard a new merchant (supplier)?
Invite merchants through the Onboarding section using a template. See Templates | Onboarding (Connect) for template setup, duplication and KYC field mapping.
How do I view my merchants?
Go to the Merchants section to see all merchants linked to your company, their status, contact information and associated contracts and projects.
What does merchant status "Required Approval" mean?
A new merchant has been onboarded but requires your approval before they can start submitting Billing Requests. Review their details and approve to activate the relationship.