How to check your counterpart's onboarding status/ invite counterpart to register

With a few simple steps, you will be able to check your business partner's onboarding status and send out invitation to them.

Iqax

Look up Counterparty Onboarding Status

Follow this guide to check your counterparty onboaridng status and issue invitation with great ease

Click "Counterparty Connection" under "Setting"

You can search your counterparty with their Business Name

Select the carrier(s) that you wish to work with this counterparty\ Then click "Confirm"

Then you will see the counterparty onboarding status with the select carrier(s)

Issue Invitation to your Counterpart

If the counterparty is not registered or not yet onboarded with the specified carrier, Click "Send Invitation"

Select the entity that you wish the invitation to be sent from

Input the company name and email address of the counterparty, \ Click "Submit"

Your counterparty will recieve an email inviting them to sign up/ enable specific carrier