Streamline customer and supplier onboarding.

Trade Terms does two things to help small and medium businesses save time and money.

1. It provides a complete end-to-end online credit application process. No more emails, printing, scanning and signing.

2. It allows customers and suppliers to provide updated details of their business to each other, and have these changes automatically saved to Xero (MYOB coming soon).

Trade Terms was created by owners of a small business who got tired of having to print, sign, scan and email credit applications only to discover that their supplier/customer had changed their bank account and Xero/MYOB now had the wrong information.

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Trade Terms
Simplify Customer and Supplier Relationships
Online Credit Applications
No more emails, printing and scanning. Complete online credit applications with one-click signing.
Update Your Customers/Suppliers
Update your company information in Trade Terms and we'll notify your customers and suppliers.
Get Customer/Supplier Updates
Receive instant updates when a customer or supplier change their business details.
Online Accounting Integration
Changes can be saved directly to your Xero/MYOB account. Elimate manual data entry errors.
Online Credit Applications
One-Click Signing of Credit Applications

Stop emailing documents for printing, signing and scanning documents.

Trade Terms can manage the credit application process end-to-end with as much or little involvement as you want. You can configure a completely hands-off process or approve each step along the way

With the hands-off approach you will receive a fully completed credit application, the signatories for the customer have been personally identity verified by Trade Terms, and the customer information can be automatically saved to your Xero/MYOB account.

OR

You can be notified when a potential customer would like to complete a credit application. You can choose to either endorse their request or deny it. If endorsed, they can complete the credit application and you can choose to approve or deny it. If you approve, the customer information will be automtically saved to your Xero/MYOB account.

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Identity Verification
We verify the identity of all signatories.

Automate Updates
Send updated credit applications directly to customers. Optionally request re-signing automatically.
All-in-one Platform
Credit applications and customer relationships managed within one system.
Digital Signature Support
Eliminate papers, printers, emails and missing information. Everything handled within Trade Terms.
Update Customers and Suppliers
Update once. No more emails.

Update your business details in Trade Terms and we will notify your customers and suppliers automatically. Have a new bank account? email address? key contact person? No problems. We will ensure your customers and suppliers are informed.

If they are Trade Terms members, we can even save the changes directly to their Xero/MYOB account.

The following types of information can be automatically sent to customers and suppliers:

Credit applications and updates
Company contact information
Addresses for postal, delivery and service
Bank account information
Payment preferences (e.g., references)
Director/Shareholder/Signatory changes
Company registration status

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Get Customer and Supplier Updates
Never miss an update again.

Had suppliers change bank accounts or email address and you weren't informed? Problem solved, Trade Terms will engage directly with your customers and suppliers requesting they verify the information you have, and then save any changes they provide to your Xero/MYOB account.

Trade Terms will directly contact your customers and suppliers, and access the New Zealand Companies Register to ensure you receive updates in a timely manner.

Automatically receive:

Changes in company ownership
Changes to the company trading status
Addresses for postal, delivery and service
Updated financial information
Updated contact information

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Integrate with your Accounting Data
Connect directly with Xero or MYOB

Trade Terms can automatically save changes from suppliers and customers directly to Xero or MYOB. This reduces manual data entry and potential mistakes. We'll monitor the details of your customers and suppliers and notify you if there are any differences between what we have as the source of truth and your accounting platform, preventing invoice and payment fraud.

This enables your business to:

Prevent invoice and bank account fraud
Have accurate payment information
Have the most up to date information
Avoid data entry errors

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