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.
The steps for the set-up will show up in your dashboard. Additionally, you can get a quick walkthrough by following the 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.
Send a proposal
Get a feel of the Anchor experience by creating a proposal and sending it to a client, or to yourself. In the dashboard, go to the "Send proposal" section of the setup widget and test it out! You can learn more [here].
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.
Verify your business
This step involves completing the Know Your Business (KYB) 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. You can learn more [here].
Activate your account
Identity verification is required to process payments through Anchor. The last step involves joining a quick call with our team where you'll be asked to provide some form of physical ID.
With these steps, you're fully set up on Anchor and ready to put your billing and collections on autopilot.