This guide walks you through the essential steps to set up your Anchor account quickly, ensuring you're ready to automate your billing processes in no time.
Get a quick walkthrough by watching the video below or keep reading and follow our written instructions below.
Add Your Logo
Start personalizing your account by adding your logo. This logo will be featured on your proposals, invoices, and emails, enhancing your brand presence across all client communications.
Add Your Services
Define the services you offer by utilizing our ready-made templates or creating your own from scratch. This initial setup is crucial for crafting tailored proposals for your clients.
Connect Your Bank Account
To receive payments directly into your bank account, link it via Plaid for a quick and secure connection using your banking credentials. If you prefer, you can manually use routing and account numbers by first attempting to connect with Plaid and then closing the window to opt for the manual entry.
Complete KYC Process
The final step involves completing the Know Your Customer (KYC) process, a legal requirement to verify your identity as a business owner. This step is essential for activating your account and ensuring compliance with financial regulations.
With these steps, you’re fully set up on Anchor and ready to put your billing and collections on autopilot.