Shortlist Support Center

What information do I need to provide when entering my Bank Details? We require certain information about you for regulatory and tax compliance. Without th...

With our new upgraded Shortlist Pay service we also introduce a new Bank Details Form (BDF) for our customers. New BDF allows users to enter and update thei...

Once you upload a new invoice, your client will automatically receive an email notification letting them know it's available for review.  If you ne...

When your client uses Shortlist, getting paid is a simple process for you. All you do is upload your invoice - no need for emails or phone calls back and ...

You will receive an email notification when your client has marked your invoice as Approved.  That means it is moving through the payment cycle, they have ...

Shortlist can offer guidance on payment status for accounts that process their payments through the Shortlist platform.  Invoice Status Payments are ma...

Uploading an invoice and checking on payment status is easy using your Shortlist dashboard.  After accessing your dashboard, navigate to the Payments pa...