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User roles
- Pay Admin: This role has access to everything in the Capchase Pay application.
- Sales Executive: This role has access to create a buyer, run them through the KYB eligibility check, and create payment links.
- Finance Admin: This role only has access to the Finance Panel in the Capchase Pay application.
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How to create a user in the app
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Understanding the Finance panel
- The Finance Panel in the Vendor Hub is the source of truth for all your Deals using Capchase Pay, including their statuses, outstanding balances, payments from Buyer, and more. Finance and Accounting teams can access all these details and download them for any reporting needs. You can access it in the navigation bar under the Pay section. Learn more
- How to download a credit statement
- Integrations
Helpful articles:
View this article to see more “how-to” demos on the different features within Capchase Pay.
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