What is counterparty?
Counterparty is a person or company with whom you have made any financial transactions recorded in our system, such as transfers and receipt of funds, as well as card payments.
What information can I see on the Counterparties page?
The Counterparties page helps you track every merchant, vendor, or customer with whom your transactions are made. You can easily find a specific counterparty, send money, or make an invoice.
What actions can I perform on this page?
On the Counterparties page, you can do the following:
Click + Create counterparty at the top right to create a new counterparty.
Click the needed counterparty from the list to edit them.
You can filter the counterparties by Business Type and Country.
If you have any questions or need further clarification, feel free to reach out to our support team via live chat!😊