Enter your details as per below;
- You will need to choose the type from the drop-down list based on who your invoice has been issued to.
- Individual: The invoice was issued to you personally.
- Business: The invoice was issued to your Company, Trust, Partnership, SMSF ect.
Note:
- The invoice number should be used in the bill/invoice reference box.
- Further if the bank card symbol does not appear after you have entered your card number an invalid card has been entered and the payment will not be able to be processed.
Once you have entered your details click ‘Proceed’. This will bring up a confirmation screen, please review your details are correct before clicking ‘Pay Now’
When scrolling through the document, you will have several options:
-
- Customise My Signature: if you want to customise your own signature using your mobile device or computer, please follow these instructions.
- Scroll to Next: this will indicate the next field you will need to sign or fill.
- Decline or Finish: you can choose to either decline or sign the document.
- Signing Fields: blue fields indicate areas of the document you need to fill in. You will also need to click any checkboxes on the document
You may also find notes on your document. You can hover or click on a note:
Signing the Document:
Once you read the document and decide it is ready to sign, please click on all the signing fields. You will not get the option to proceed until all fields are signed.
Please note: Do not exit the screen until you reach the confirmation screen or your details may not be saved and sent.
Declining the Document:
Please note: Once you decline the document, the file will no longer be available for signing or reviewing
If you review the document and decide you want to decline rather than sign it, select the Decline option on the top right corner of the screen.
You will be prompted to give a reason and the option to decline the document.
- Go to connect.suitefiles.com
- Type your invited email address and select ‘Forgot Password?’:
- You will get an email from noreply@thefullsuite.com where you will be asked to set a new password. Please note, you will have 10 minutes to reset your password:
- You can then follow the prompts on the screen to create and confirm a new password for your SuiteFiles Connect Account.
Please note: if you cannot find the email request, check your Spam folder or contact the sender to confirm that they have your correct details.
- You will first get an email from noreply@suitefiles.com
- Next select Review Document
- 1. Sign into your portal account here
- Then click on Profile
- Update the email field with your new email address and click Save Changes.
