How to set up clients to fund against

This article covers how you can set up your clients in the portal

• Log in and click 'Debtors'
• Select debtor to add information against

• Start adding information to debtor

• Add Registered company name 

Tip! add their 8 digit companies house number for perfect matching

• Select company and green tick indicates progress (img seven)

• Input “Required funding amount” (the total invoice amount outstanding with client) and add invoice contact details. 

Note: 'Sonovate sets a funding limit' will show a clock icon. This means that Sonovate will assess funding limit requested and approve or decline.

Add contract (pdf file is fine) (img 9) and save.