Taluspay

Leaving a team? starting your own business? if so this article is for you!

Becoming an individual technician- what to expect?

Best Practices for Accepting Credit Card Payments

Best steps to take before charging a customer's card

Best Practices: Credit Card Charge Checklist

Best receipt practices to prevent disputes

Best Practices: Receipts

Important guidelines for charging cards remotely

Best Practices: Charging Cards Remotely

Best Practices: Charge Review

Get your customer's approval before you charge their card

Sending Invoices

New Identity verification compliance at Talus Pay- ITIN acceptance

ITIN holders are now accepted on Talus Pay!

Already have a Taluspay account but need an additional one for a new business?

Can I open a new account for my new business?

Karina Salles

Cindy Thompson

Best Practices

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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