First steps after onboarding
The onboarding process ensures that we capture all the information needed, and you finish it by creating your Rise ID.
Here are a few steps to ensure that everything is set up to receive and withdraw your payment.
Get Invited
The client invitation is done by us, and all we need is your email address.
Usually, the invitation is accepted before finishing the onboarding. However, if that’s not your case, contact your [email protected] and ask us to invite you.
If you don’t see an action item, check your email.
Singing the PSA document
The PSA is a document that guarantees the working relationship between you and Falcon Funded and that Rise is the entity processing payments. You can find it under the Documents section.
Once the PSA is signed, here’s how it will look in your document section.
Receiving a payment
Once the invitation is accepted and the PSA signed, you’ll become eligible to receive payments. You will have to issue an invoice with the details of your withdrawals (They must match the data on your Falcon Funded Dashboard)
When an invoice is issued, it does not mean that the money will automatically go to your account since we must issue the payment first, which will then go to your account instantly.
Withdrawing your payment
Upon receiving a payment, you can withdraw it. Please look at these articles to understand how to set up and perform a withdrawal and the best practices for every type of withdrawal.
