This section is for registered Connect users: companies with an ongoing, registered relationship with Finqle who manage projects, contracts, users and merchant onboarding themselves, rather than just paying invoices as a pay-only debtor.
If your company only needs to view and pay invoices, with no registered account, use the Debtor articles instead.
Priority topics
- Frequently Asked Questions (FAQ) (Connect)
Company & users
- Company Profile (Connect)
- Users & Roles (Connect)
Projects, contracts & templates
- Projects (Connect)
- Contracts (Connect)
- Accounts (Connect)
- Templates | Onboarding (Connect)
- Templates | Contracts (Connect)
Tax & compliance
- VAT & tax handling (Connect)
Account & security
- Security & login (Connect)
- Notifications & email preferences (Connect)
- Data & privacy (GDPR) (Connect)
Reference
- Escalation path (Connect)
- Contact & support (Connect)
- Glossary (shared with the rest of the Client knowledge base)