Onboarding

Viewpost Information

• Browsers Supported
• Viewpost Cost and Fees
• International
• Viewpost email delivery

Bills

• What Does My Customer See?
• Pay My Statements
• Why Would I Create a Bill?
• Routing and Approval on Bills

My Company

• Two-Step Verification Delivery Status
• Portal or Corporate Account
• Registration
• Independent Contractors
• Shared Banking Information
• Email Templates to Explain What You are Using Viewpost For

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Invoices

• Late Fees
• How Do I Void an Invoice?
• Recurring Invoices
• Resending, Invoice Reminders, Share via Email
• What Does the Invoice Status Mean?
• Can I Attach Files to Invoices?

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Payments

• ★ Where is My Money?
• Searching For Payments
• Beneficial Ownership
• Register to Receive Electronic Payments
• Selected Company Does not Have a Valid Address
• Customer Needs to Be a Vendor

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