FUNCTIONS IN EDGE

The following functions are available for registered EDGE users:

• Send invoices to EDGE users and to others via email link
• Send self-billed invoices
• Send credit notes
• Confirm payments received
• Receive invoices from EDGE users, save as pdf and print your invoices, export invoices to your own systems, request credit notes and confirm payments sent
• Track payments and collections
• Exchange confidential messages including attachments with others inside or outside EDGE
• Exchange business contact details with others inside or outside EDGE
• Set up multiple users that can read, create and / or authorise documents
• Customise invoices and set defaults
• Personalise email notifications
• Use optional electronic invoice signing service
• Use optional secure payment service

REGISTERING FOR EDGE

The registration form for EDGE is as simple as we could make it.  You need to fill in the details for your EDGE Account (your company or yourself if you register as private individual) and of yourself as the account administrator.  We need your phone number to be able to contact you if required.

Activation of your account is immediate after you agree to the EDGE Services agreement.  You will then receive an activation email that you need to use within 4 working days.  The moment you record your password you are up and running.  You will land on a page that guides you through your first steps in using the platform.


SENDING YOUR FIRST INVOICE

Invoices and Self-Billed Invoices created with the EDGE Service are so-called VAT Invoices, making them compliant with fiscal requirements.

Before you can start sending invoices you are guided to register relevant tax details.  You are also suggested to enter default invoice settings such as unique incremental reference numbers and a logo for your company.  You can register one or more bank accounts if you wish your invoices to be paid by bank transfer.  You will receive an email to activate the bank account you have registered.

You will further need to register the recipients of your invoices.  They may already be existing users of EDGE, who maintain their own details in EDGE.  Then you can contact them to accept you as an invoice sender.  When a recipient of your invoice is not and existing user of EDGE you can record their  details and notify them with a personal message.  You can also record their details and simply send them an invoice or secure message.

You can register multiple users and define that invoices need to be authorised by one or two persons before sending.  After sending your first invoice, you can copy it so that the next invoice you issue takes even less of your time.


RECEIVABLES AND PAYABLES: MANAGING YOUR INVOICES

Within the EDGE Service we make a split between Receivables and Payables. Under Receivables you can create and manage invoices for funds that you are collecting.  Under Payables you can manage invoices received for you to pay.  You can also create and manage Self-Billed Invoices under Payables.  When the EDGE and Earthport Global Payment Service is activated, individual EDGE Users who have been enabled by their account administrator can manage here the multi-currency payment and collection accounts.

After you create and send an invoice, you will be notified when your customer opened it. You and your customer can manage your invoices real-time by exchanging secure memos, requesting for credits, issuing credit notes and notifying payments.  The platform tells you what actions you can or should take for each individual invoice and for each step in its lifecycle.  It also informs what documents have not been read yet and whether there are actions pending.

Settlement terms can be agreed between parties and multiple payments can be defined per invoice. Both parties can track their collectoions and payments due at any time and send payment reminders if required.

 
SECURE MESSAGING

Each individual EDGE User can send and receive Secure Messages via the EDGE Service to other EDGE users that have been contacted as well as to others outside EDGE.  Messages can be organised in personal folders.  Secure documents such as contracts but also brochures can be attached with a maximum of 500kB.  There are no charges for sending and receiving secure messages within reasonable limits (which can be set from time to time by EDGE International).

 
CONTROLLING WHAT YOU AND YOUR CONTACTS CAN DO

For each Contact specific properties can be set which define the use of the EDGE Service between your EDGE Account and your Contact. You as well as your Contacts decide whether to receive invoices, self-billed invoices, payments, payment notices and / or secure messages from one another.

 
SENDING INVOICES AND SECURE MESSAGES TO OTHERS WHO DO NOT USE EDGE

None of your customers needs to be or become an EDGE User. When you send your invoice or secure message to someone who does not use EDGE, he or she will receive an email with a link to the EDGE Service. This email can contain a personalised message from yourself but for security reasons does not contain any content of the document you are sending.

The link to the EDGE Service enables your customer with one click to view the invoices or secure message you sent him and open a pdf and save or print this pdf. They can further easily use the following functionality free of charge:
Payables: receive invoices from EDGE users, save as pdf and print invoices, export invoices to their own systems, request credit notes and confirm payments sent
Secure Messaging: exchange confidential messages including attachments with others inside or outside EDGE
Contacts: exchange business contact details with others inside or outside EDGE

They can have continued access to the EDGE Service by clicking on the email link they received.  They can also protect their and your data by registering an EDGE login ID and Password to continue accessing the functionality free of charge but more securely.  When registering a login ID and password they are requested to review their details and effectively become a holder of a 'Free EDGE Account'.  They can also register themselves for a full EDGE Account if they would like to use other functionality of the EDGE Service and for instance send invoices to their own customers.

 
MANAGING AS MANY USERS AS YOU WANT

Each EDGE account has an account administrator who can add new users to the EDGE account at no charge. The account administrator defines for each user their user rights which, depending on their role in the organization, may vary from giving them read-only, create and / or delete rights. Changes to user rights become effective the next time the EDGE user logs in to EDGE.

 
MANAGING YOUR ACCOUNT

Upon registration you become the Account Administrator for your EDGE Account. You can change at any time the details of your EDGE Account Profile such as the customization and automatic document numbering for Invoices, Credit notes and Self-Billed Invoices. The policy for registering new Contacts for the EDGE Account and the Default Contact Properties are also registered here.

Each individual EDGE User can define their own User Preferences and Notifications. Users can also change their password. The User Details and User Rights can be viewed by the EDGE User but only amended by the Account Administrator.

You can register for the optional Payment and Collection Service and for the Electronic Signing Service under Add-On Services. The Payment and Collection Service offers EDGE Users segregated multi-currency accounts to collect invoices and pay out bills. The Electronic Signing Service offers EDGE Users to electronically sign invoices and credit notes for compliance with VAT rules for electronic invoicing to business customers in a number of EU countries. Both services are offered on a pay as you go basis.

Monthly charges for the EDGE account are displayed on the EDGE Service and updated real-time.  Monthly EDGE generates an invoice that appears under Payables with the outstanding fees which can be paid either via card or via bank transfer in your local currency to a bank account of EDGE in your country.

You can de-activate your EDGE Account at any time without charge. We simply request you to pay any outstanding fees and will then remove any data that is not needed by other EDGE users.  Invoices, credit notes and other messages that you sent to other EDGE Users will then still be available to them.