FAQs: Technical capabilities and implementation

Your team is essential. You’ll designate key stakeholders, define features and supply branding such as logos and domains. You’ll also manage integration with TreviPay’s APIs, support customer onboarding and provide account data. Finally, your team helps shape the go-to-market strategy and supports launch communications and promotion.

Start with a program owner who can run the implementation and the ongoing relationship. You’ll also need people from accounting and IT who can walk us through your current processes and your plans for the future.

It depends on the complexity of your systems and configuration. An out-of-the-box setup is fastest, while highly customized integrations take longer. Simple development tasks like a single endpoint or webhook are often quick. Total time depends on your integration requirements, level of customization and technical resources. We’ll work with you to create an efficient timeline.

Yes. A dedicated implementation manager guides your onboarding from start to finish. Once you’re live, a dedicated account manager provides continuous support to help you optimize performance. We also offer training and best-practice guidance to help your team drive adoption.

Yes. TreviPay supports a seamless transition of your program and portfolio. A dedicated team, including a project manager, product manager, credit analyst and account manager, guides you through every step, with a focus on change management and customer onboarding to minimize disruption.

Not every applicant, but we do everything we can to find a yes. We review your customer portfolio with your team in detail and craft a tailored underwriting strategy that fits your business goals, maximizing approvals while managing risk.

We work with your team on a go-to-market strategy focused on capturing share of wallet and increasing purchases through your program. Ongoing support includes quarterly business reviews, weekly meetings with your account manager and involvement in sales calls. We also share best practices and benchmark performance against similar programs.

Yes. TreviPay offers open REST APIs, webhooks and data feeds that connect with most e-commerce platforms, marketplaces, ERPs and accounting tools. Many clients integrate TreviPay directly into checkout and order management for a smooth order and invoice flow. We also build custom plugins for popular platforms and work closely with your IT team.

TreviPay provides well-documented APIs, sandbox environments and step-by-step guides for embedding credit applications or enabling Pay by Invoice. Our developer portal includes sample code, authentication guides and real-time support, and a dedicated project manager supports your launch. Read our developer docs.

TreviPay uses technical, physical and administrative safeguards to protect purchaser data from unauthorized access, and reviews and enhances them regularly. Security is built in to ISO 27001, PCI DSS and NIST 800-171 standards, with policies covering access control, data security, acceptable use, vulnerability management and information classification.

Yes. TreviPay runs B2B net terms programs for merchants in the U.S., Canada, Mexico, the U.K., Europe and Australia, supports multiple currencies out of the box and serves buyers around the world. New regions are considered based on client demand and volume.

TreviPay offers reconciliation reporting to fit your operations, from simple no- or low-touch reports to fully automated data feeds that bring sales and settlement data straight into your systems, reducing manual effort. Learn more about reconciliation reporting.

Yes. We provide data and rich reporting in our business intelligence tools, meet technical requirements to support your customers, integrate with procurement systems and send electronic invoices to meet any digital invoicing need.

TreviPay gathers insights throughout the program lifecycle, through NPS surveys, third-party research, UX studies, program interviews and customer feedback initiatives such as Voice of Customer and Brand Promise reviews. Quarterly business reviews keep our solutions aligned with your goals.

Credit lines are sized to each buyer. Automatic credit approvals are available, and buyers who need a higher limit can submit a request. Larger credit decisions are based on additional information and a thorough review, so the right amount of credit is extended while risk is managed.

TreviPay does. Once a transaction is processed through our platform, we take on the credit risk and responsibility for collecting from the buyer. You receive guaranteed payment on your settlement terms while TreviPay manages invoicing and collections.

TreviPay pays you on behalf of your customer according to the settlement terms in your agreement, so your cash flow is timely and predictable. Learn more about the settlement process in our documentation.

When TreviPay funds your program, we assume the credit risk and pay you on time, no matter when the buyer pays. We manage the entire collections process, including reminders, self-service options, outreach and escalations, while protecting your customer relationships. TreviPay funding is one of three options: you can also use your own capital or a bank partner.

We invoice based on the terms set in your agreement, with options for consolidated invoicing.

Depending on country and currency, buyers can pay by autopay, credit or debit card, bank transfer, ACH, wire, direct debit, EFT, check or cash.

Customers complete a digital credit application with their business details. They’re notified that it was received and later told the outcome. Approved customers are onboarded with account setup and an overview of their credit terms, so they can start buying on credit quickly. With invite and sign, invitations route through your CRM for instant onboarding.

TreviPay automates credit checks, underwriting and credit limit assignment in real time, so you approve more buyers quickly with less manual work. TreviPay can also take on the credit risk: you get paid upfront while buyers pay on terms. That speeds up access to cash, lowers bad-debt risk and keeps revenue predictable without tying up working capital.

TreviPay uses advanced identity verification, real-time credit decisioning and proprietary risk models to assess buyers before extending terms, and continuously monitors transactions to detect and block suspicious behavior. TreviPay can also assume the credit risk, shielding your business from losses so you can grow with confidence.

TreviPay automates key accounts receivable processes, including AI-driven cash flow forecasting, fraud detection and payment application. That reduces manual effort, helps prevent late payments and improves the experience for clients and their customers.

TreviPay automatically matches payments to invoices, reducing manual errors and discrepancies. That streamlines accounts receivable, improves cash flow forecasting and keeps financial records accurate. It also helps identify fraud and manage bad debt.

PDF by email, EDI, XML, cXML, CSV and compliant e-invoicing platforms. Buyers can also view invoices in our online customer portal. TreviPay delivers each invoice in the right format at the right time, helping buyers process it quickly and pay sooner.

Yes. TreviPay’s e-invoicing integrates with buyer systems and complies with global standards, enabling AP integration for a no-touch process. We also support Level III data and custom formats, improving accuracy and reducing delays.

Yes. TreviPay supports country-specific mandates and tax reporting rules and adapts as standards evolve, so you send digital invoices in the correct format and through the right channels. That reduces manual effort, helps avoid penalties and keeps you audit-ready. One platform handles multiple formats and standards, so you don’t need a separate solution in each market.

Yes. TreviPay’s EIPP solution digitizes invoicing, supports formats like PDF, EDI and XML, and integrates with buyer systems. Buyers view and pay invoices online by ACH, wire, debit or check, with automated reminders, real-time account visibility and payment scheduling, helping reduce DSO and improve the buyer experience.

TreviPay pairs your brand with TreviPay’s Pay by Invoice identity across customer touchpoints, including emails, invoices and support communications. Customers know when they’re dealing with TreviPay as a separate entity, while the experience stays unified. See co-branded examples in our documentation.