How do I get started after signing up?

Once your account is verified, here is the recommended path to get up and running:

1. Fund your account — Go to the Wallet section and deposit funds via bank transfer. Your NextPay account details for deposits will be shown on the dashboard.

2. Set up your directory — Add the people and organizations you send money to. You can add contacts one by one or use the CSV batch upload feature to import them in bulk.

3. Invite your team — If others in your organization need access, go to Settings and invite team members by email. Assign roles to control what each person can do.

4. Create your first payout — Select recipients from your directory, enter the amounts, and submit the payout for processing.

5. Explore invoicing — If you bill clients, try creating your first invoice from the Invoices section. You can customize it with your logo and payment terms.

Each of these steps is covered in detail in the sections that follow. If you get stuck at any point, reach out through the in-app chat widget for assistance.