<aside> 👋 Welcome to the Tranch Partner Knowledge Base. Here you’ll find everything needed to configure and utillize the Tranch platform, along with the latest product updates.

If you have a question or can’t find the resource you’re looking for, please complete the knowledge base feedback form found in the feedback section below, or email our team directly at [email protected] or your dedicated VIP Partner inbox.

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Tranch Basics

About Tranch Products

Adding Users to Tranch

Sending Invoices/Statements from Tranch

Exporting Data from Tranch

Bulk Sending Invoices

Pay Later

Pay Later - How it Works

Pay Later - Eligibility Criteria

Pay Later - Know Your Customer (KYC)

Invoice Statuses - Explained

Finance Agreement - Example

Pay Now

Pay Now - How it Works

Pay by Card

Pay by Card - How it Works

Virtual Card Terminal

VCT - Paying a New Invoice

VCT - Paying an Existing Invoice

New Release - Updates

Manual Pay Now Payments [June 2024]

Credit Card Processor Migration [October 2024]

2FA Enabled for Tranch Accounts [January 2025]

Tranch Communications

Adding Tranch to Invoice and Billing Templates

Adding Tranch to Email Signatures

Adding Tranch to Collections Emails

Introducing Tranch Internally

Integrations and Automation

Integrating Tranch

Reporting

In-Platform Tranch Dashboard

Monthly Insight Reports

FAQ and Client Information

Frequently Asked Questions

Shareable Client Resources

Remittance, Reconciliation, and Billing

Reconciliation and Cash Application

Tranch Billing

Feedback

Speak to our Team

Security

Two-Factor Authentication (2FA)