Getting Started with Anchor
Here's everything you need to get started
By Anchor and 3 others4 authors20 articles
- Setting up your Anchor accountComplete these four steps to set up your Anchor account
- Dashboard overviewKeep track of your business performance with the Anchor dashboard
- Payments in AnchorThis article details the payment methods and price structure of Anchor's services. No subscription fees, simply pay as you go
- Managing agreementsAn overview of agreement notifications, the agreement page’s layout, and the quick actions menu.
- Proposals overviewAn overview of proposal statuses, the page layout, and the quick actions menu.
- Invoices overviewAn overview of Invoice statuses, filters, and other actions.
- Payouts overviewAn overview of the Payouts page, its layout, and additional information.
- Best practices for moving existing clients to AnchorDiscover best practices for onboarding your clients to Anchor, including effective communication strategies and setting up payment methods.
- Archive and delete contacts in bulkLearn more about archiving and deleting contacts, including how to bulk archive or delete multiple contacts at once.
- 📱Anchor Mobile AppsSend proposals and collect payments all from your phone!
- Mobile App Troubleshooting TipsTips for troubleshooting issues with the iPhone or Android app
- Anchor in SpanishLearn how to change your account to Spanish
- Anchor en EspañolAprende a cambiar tu cuenta a español
- Manage clients and contactsAdd, import, and archive client businesses and contacts
- Add recipients and signatories to a proposal
KYB
All information about how to complete the KYB (Know Your Business) verification.
- KYB process overviewEverything you need to know about Know Your Business verification in Anchor
- Account requirementsWhat your account needs in order to start receiving payments on Anchor: KYB verification, web presence, address, and bank account requirements.
- How do I complete KYB if I am operating under a DBA?How to complete the KYB process if your business operates under a DBA name.
- Why does Anchor require my full SSN?Why a full Social Security Number is required for identity verification during KYB.
- What to check if your KYB document upload fails.Steps to take if your business registration document fails to upload during the KYB process.