How can we help you today?

Payments & Banking Information

Bank Details FAQ for Businesses
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...
Thu, 19 Mar, 2020 at 6:51 AM
Enhanced Bank Details Form for Shortlist Payment
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...
Thu, 6 Aug, 2020 at 6:52 PM
Invoices and Payments - Can I edit or delete my invoice?
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...
Thu, 19 Mar, 2020 at 6:58 AM
Invoices and Payments - What do I need to do to get paid?
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 ...
Thu, 19 Mar, 2020 at 6:59 AM
Invoices and Payments - My payment has been Approved - what does that mean?
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 ...
Thu, 13 Feb, 2020 at 10:26 AM
Invoices and Payments - Where is my payment?
Shortlist can offer guidance on payment status for accounts that process their payments through the Shortlist platform.  Invoice Status Payments are ma...
Thu, 13 Feb, 2020 at 10:28 AM
Submitting an Invoice for Payment
Uploading an invoice and checking on payment status is easy using your Shortlist dashboard.  After accessing your dashboard, navigate to the Payments pa...
Fri, 6 Nov, 2020 at 11:27 AM