For self-service suppliers based in the United States using the Platform solution only (invoicing to HSBC US branches): Please find here the invoicing guide which is presented in the webinar on the 11th & 13th April 2023.

Webinar Agenda:

1. Introduction by Tradeshift and HSBC [00:01]

2. Agenda [03:25]

3. Covering The Basics [05:14]

4. Setting Up Your Account

a. Account Activation [07:26]

b. Update Company Profile and Invite Additional User [09:38]

c. Network Connection with Your Customer [10:46]

5. Navigating Through Your Tradeshift Account [11:50]

6. WebUI Solution - Branch in Scope [14:13]

a. Po Flip Method [16:02]

b. The ‘CREATE’ Launcher [28:40]

c. Important Notes [39:15]

7. Useful Information

a. How to Read Document Status [41:25]

b. HSBC Landing Page [43:52]

c. Other Features (Support Chat Function, Common Error and Solutions) [44:18]

8. Tradeshift Platform Walkthrough [45:13]

9. Start taking these steps today! [53:06]

10. FAQs [53:44]