HSBC & Tradeshift e-Invoicing Registering with
HSBC & Tradeshift e-Invoicing Registering with Tradeshift
| Confidential
Table of contents 1.
Accepting the Invitation
2.
Initial acceptance Screen
3.
Verify Company name, email address and location
4.
Navigate to Further verification email
5.
Activate your account email
6.
Complete password details
7.
Now you are inside Tradeshift. Click OK…
8.
Complete your company details - address
9.
Complete your company details - Tax ID
10.
Turning off notifications
11.
Further information
2 | Confidential
Accepting the Invitation You should have, or will shortly receive an email inviting you to activate your Tradeshift account. Click on the Green activation button Important note: Please wait to receive the registration email to trigger the registration process. If you create an account separately to the email, it may cause delays in your account functioning fully. FYI: the email sender is [email protected]
3 | Confidential
Initial acceptance Screen
4 | Confidential
Verify Company name, email address and location
5 | Confidential
Navigate to Further verification email
6 | Confidential
Activate your account email
7 | Confidential
Complete password details
8 | Confidential
Now you are inside Tradeshift. Click OK.
9 | Confidential
You must remember to complete your Company profile
10 | Confidential
- address….
You must remember to complete your Company profile
- Tax-id…
You are now ready to start creating invoices in the Tradeshift platform...
11 | Confidential
Disabling email notifications You can enable or disable the email notifications which can be received whenever a document is forwarded or status changes. For larger volumes, the recommendation is to disable document notifications.
Untick all notifications related to documents and click “Update notification settings”
12 | Confidential
For more information, Please visit: https://hsbc.support.tradeshift.com/
13||Confidential Confidential
| Confidential
Table of contents 1.
Accepting the Invitation
2.
Initial acceptance Screen
3.
Verify Company name, email address and location
4.
Navigate to Further verification email
5.
Activate your account email
6.
Complete password details
7.
Now you are inside Tradeshift. Click OK…
8.
Complete your company details - address
9.
Complete your company details - Tax ID
10.
Turning off notifications
11.
Further information
2 | Confidential
Accepting the Invitation You should have, or will shortly receive an email inviting you to activate your Tradeshift account. Click on the Green activation button Important note: Please wait to receive the registration email to trigger the registration process. If you create an account separately to the email, it may cause delays in your account functioning fully. FYI: the email sender is [email protected]
3 | Confidential
Initial acceptance Screen
4 | Confidential
Verify Company name, email address and location
5 | Confidential
Navigate to Further verification email
6 | Confidential
Activate your account email
7 | Confidential
Complete password details
8 | Confidential
Now you are inside Tradeshift. Click OK.
9 | Confidential
You must remember to complete your Company profile
10 | Confidential
- address….
You must remember to complete your Company profile
- Tax-id…
You are now ready to start creating invoices in the Tradeshift platform...
11 | Confidential
Disabling email notifications You can enable or disable the email notifications which can be received whenever a document is forwarded or status changes. For larger volumes, the recommendation is to disable document notifications.
Untick all notifications related to documents and click “Update notification settings”
12 | Confidential
For more information, Please visit: https://hsbc.support.tradeshift.com/
13||Confidential Confidential
