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Capchase Product Guides

Grow
What countries are supported by Capchase Grow?
Partner Hub: Curated deals and offers from leading SaaS brands with Capchase benefits
GROW - Credit Review Report
What is runway and how does it affect my credit availability?
What could cause my credit terms with Capchase to change?
How can I submit a draw?
See all 17 articles

Pay
How can I integrate Pay with Salesforce?
PAY - Finance Panel
When will I receive the upfront ARR for my contract?
Where does Capchase hold its Pay reserves?
How does the Pay reserve work and when will it be used?
Can I cancel a payment link after it has already been sent?
See all 16 articles

Collect
How can I send reminders from my business email?
Getting responses from customers’ reminders

Payments
What are Autogiro direct debits and how do they work?
What are SEPA direct debits and how do they work?
What are BACS direct debits and how do they work?
What are ACH direct debits and how do they work?
How does Capchase manage direct debit compliance requirements?

Account Management
How can I change the bank account from which I want to be debited?
How is my currency determined in the Capchase platform? Can I change it?
A data connection has expired, how can I reset it?
A data connection has failed, how can I fix it?
How can I upload manual data files?
Setting up and Updating Data Connections
See all 11 articles

Underwriting
How are my subscription metrics calculated?
How are my accounting metrics calculated?
How does Capchase calculate my cash balance?
Which metrics can I see when I connect my data sources?