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How do I invite my counterparty?

Step-by-step guide to invite your counterparty to create a profile before requesting payments

Updated over a week ago

With XREX Pay, you can easily request payments from your business counterparties - clients, buyers, or trading partners, even if they do not have an XREX Pay account.

Before your counterparty can transact with you, they will need to create a profile on XREX Pay. Simply send them an invitation link to sign up. Once their profile has been successfully created and verified, you will be able to generate a PayLynk (payment request link) to request payments. Your counterparty can then complete the payment using either USD or USDT, according to their preference.

Steps to create and share an invitation link

  1. Log in to your XREX Pay account.

  2. Click the company name in the top-right corner.

  3. Select Customer management.

  4. Click on Add customer.

  5. Enter your counterparty’s company legal name and contact email address.

  6. Click Next.

  7. Review the entered information.

  8. Click Create customer invitation link.

  9. Copy and share the customer invitation link with your counterparty.

After sharing the invitation link, you may also direct your counterparty to the article What to do when you receive an invitation link for a smoother onboarding process.

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