Introduction

Invoice2go is your all-in-one small business tool designed to streamline customer management, invoicing, payment processing, and more. By integrating IdentityCheck, Invoice2go enhances your capabilities with seamless ID verification, making it easier to manage compliance and reduce fraud risks. For small businesses, this integration means smoother onboarding and higher customer trust.

Why Connect IdentityCheck to Invoice2go

Linking IdentityCheck with Invoice2go delivers multiple advantages, particularly in onboarding new clients. With IdentityCheck, you can automate KYC checks, ensuring that each new customer meets your verification criteria effortlessly. In one example, Wardle Partners achieved a 5-10x ROI by integrating IdentityCheck, saving time and reducing costs.

Identity verification in Invoice2go also means enhancing your client interactions by ensuring data accuracy and reducing the chance of fraudulent activity. This leads to improved cash flow management as you make informed decisions backed by verified client information.

Setting Up the Integration

1. Log into your Invoice2go account and navigate to the integrations section.
2. Select IdentityCheck from the list and click “Connect.”
3. Authorize the connection by entering your IdentityCheck credentials.
4. Configure your verification settings to match your business needs.
5. Test the integration with a sample client to ensure everything works smoothly.

How It Works in Invoice2go

Once set up, using IdentityCheck in Invoice2go is seamless. For example, when onboarding a new client, simply initiate a KYC check from within the app. The client receives a verification request, completes it, and their verified status updates instantly in Invoice2go. This process ensures you’re working with verified identities, whether you’re a consultant vetting new clients or an accountant confirming business details before invoicing.

Frequently Asked Questions

• Where is my data stored? Data is securely stored in compliance with industry standards, ensuring your information remains protected.
• Can I customize the verification message? Yes, you can tailor the message to align with your brand’s communication style.
• What if someone doesn’t complete the ID check? You can send reminders or proceed with alternative verification methods.

Secure, Simple ID Checks Built In

Integrating IdentityCheck with Invoice2go empowers your business with efficient and reliable ID verification processes. Save time, reduce risk, and foster trust with your clients—all while streamlining operations with ease. Take the next step towards secure and seamless transactions with IdentityCheck today.